Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Westwood Holdings to Buy McCarthy Group Advisors
By Michael S. FischerWestwood Holdings Group Inc. has reached an agreement to acquire McCarthy Group Advisors LLC, an Omaha-based RIA.
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?
May 26, 2010
Independent Fiduciary Symposium Keynote Stephen Covey Talks TrustSetting at Museum of American Finance almost steals the show.
May 26, 2010
Stephen Covey Opens Independent Fiduciary Symposium Emphasizing TrustIt was a refreshing change to see Stephen Covey speak in an intimate setting in a room with about 45 people as he kicked off the Independent Fiduciary Symposium on Tuesday, May 25.