Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
At FPA Denver, Defining Advisor Value and Rebuilding Trust
By John SullivanAn all-star panel of industry personalities gathered at the FPA annual conference on Sunday for a frank discussion of how new fiduciary standards might impact the advisor industry and day-to-day business.
September 03, 2010
ING Redeems Some Auction Rate Preferred SharesING Prime Rate Trust, a closed-end fund, will redeem a portion of the outstanding ARPS at par; declares dividend
August 23, 2010
SMAX Update: Common characteristics of top advisorsBy the time you're reading this blog, I'll be in sizzling Las Vegas for a week of Senior Market Advisor Expo. A glance at The Weather Channel tells me the thermometer will hit 107 today.
August 18, 2010
Actions speak louder than wordsThe 1960 presidential debates between Vice President Nixon and Senator Kennedy were the first nationally televised debates in presidential campaign history.
August 18, 2010
Actions speak louder than wordsThe 1960 presidential debates between Vice President Nixon and Senator Kennedy were the first nationally televised debates in presidential campaign history.
August 06, 2010
Fiduciary Thinker: Scholar Tamar FrankelOne of Wealth Manager's 50 Top Women in Wealth for 2010, Tamar Frankel has been in demand for decades as a top scholar in fiduciary law
July 06, 2010
The nonverbal sales pitchResearch shows that body language is still one of the most effective ways to win - or lose - favor with a prospect.
June 30, 2010
Why the first four minutes matter (part 1)Have you ever gone to an appointment and known instinctively in the first few moments that your prospect would buy from you?