Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Due diligence? Get serious (Part II)
By Steven McCartyLast month, I discussed how due diligence went past due in our business ... with devastating results. This month, I'd like to talk about the resurgence of due diligence--and what it all means. Clearly, the lack of due diligence has
January 21, 2009
Trust (services) key to RIA successThe argument for registered investment advisors to offer trust services to their clients is compelling. According to a new white paper from Charles Schwab Institutional,...
October 31, 2008
Six techniques of top producers (part 1)In meeting peak performers, I have noticed several common characteristics they share. Over the next few columns, I will detail a few of the traits and techniques they use to outdistance the competition, work a whole lot less, and make a whole lot
September 29, 2008
New Chairman Named for Advisor Trust CompanyWilliam Hart, founder of Chicago-based Hartline Investment Corp., has been elected chairman of the board of National Advisors Trust Co., the independent trust company owned by over 130 independent financial advisory firms nationwide. He succeeds Joseph Kopczynski, an original NATCO shareholder who stepped down as chairman after 10 years, but...
September 07, 2008
Planning For The Surviving Spouse With A QTIP TrustWhile an estate plan will often concentrate on the credit shelter trust or B trust side of an A-B trust, advisors should also give attention ...
September 07, 2008
Planning For The Surviving Spouse With A QTIP TrustWhile an estate plan will often concentrate on the credit shelter trust or B trust side of an A-B trust, advisors should also give attention ...
August 01, 2008
Are you referral worthy?When thinking about how to come up with more referrals from your client roster, perhaps a seemingly counterintuitive approach is the best: Stop asking clients for them and start thanking clients for the referrals they've given -- whether