Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
Bond fund inflows approach record winning streak
By John SullivanAn analysis of data provided by the Investment Company Institute, a mutual fund industry trade organization, show bond fund asset inflows have outpaced equity fund inflows for 30 straight months through June.
August 23, 2010
MetLife Study Says Gen Y Faces Debt, Job Woes with Upbeat SpiritsWhile the vast majority of Generation Y'ers believe it's possible to achieve the American dream in their lifetime, only 34% feel that they have an adequate safety net and 38% say that they have credit card debt, according to a recent MetLife study.
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 23, 2010
Cerulli's Opportunity Index Compares Managed Account SponsorsAn "opportunity index" to help asset managers focus their distribution efforts is part of Cerulli Associates' new study, "Managed Accounts: Asset Manager Distribution Roadmap," the firm announced on Friday, August 13.
August 20, 2010
Highmount Capital to Open Amsterdam OfficeHighmount Capital, a multi-family office based in New York and Boston, plans to open an office in Amsterdam by September and to add offices in London and Switzerland over the next year.
August 20, 2010
FPA Announces Oct. 9-12 Annual Conference Keynote SpeakersThe Financial Planning Association has announced the three keynote speakers who will share their global and domestic financial perspectives at the FPA's October 9-12 annual conference.
August 18, 2010
MBA Says Mortgage Refinancings at Highest Point in Over a YearThe Federal Reserve's recent decision to keep the U.S. economy on track by buying longer-term Treasury notes already appears to have garnered at least one positive effect: the rate at which homeowners are refinancing their mortgages.
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.