Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
BofA Won't Extend 'Garden Leave' to Merrill Advisors
By Janet LevauxBank of America has informed its Merrill Lynch advisors that, unlike their counterparts at U.S. Trust, they will not be asked to sign an agreement and go on reduced-pay “garden leave” if they resign, a company spokesperson confirmed Friday. Plus, the Bank of America-U.S. Trust unit hires 6 advisors from...
February 09, 2011
Wilmington Trust Boosts Foundation and Endowment StrategyHires F. Mackey Hughes in newly created role as MD of Endowments and Foundations.
January 27, 2011
Advisor ethics alert: Sex, lies and salesMost salespeople have a complicated relationship with the truth. It's not hard to understand why, but most of us shy away from truth-telling. Too bad for us. It's not only misguided--it actually doesn't work.
January 27, 2011
Advisor ethics alert: Sex, lies and salesMost salespeople have a complicated relationship with the truth. It's not hard to understand why, but most of us shy away from truth-telling. Too bad for us. It's not only misguided--it actually doesn't work.
December 01, 2010
A Sense of CommunityThis issue marks the 20th year of our annual Advisor Hall of Fame. A lot of very distinguished financial advisors have passed through these pages....
November 01, 2010
Wilmington Trust, M&T Bank Agree to MergeM&T Bank Corp. and Wilmington Trust Corp. have entered into a definitive agreement under which Wilmington Trust will merge with M&T, the two firms announced Monday.
October 21, 2010
Wilmington Trust Augments Its New York Wealth Management TeamWilmington Trust has added three advisors from Bank of America Merrill Lynch to its Wealth Advisory Services business in the Northeast region, the firm announced Wednesday.