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
Merrill-Capgemini World Wealth Report Shows High Net Worth Individuals Recouping 2008 Losses
By Joyce HansonThe world's richest people regained their wealth in 2009, nearly recouping all 2008 losses, Merrill Lynch and Capgemini said in a World Wealth Report released June 22.
June 15, 2010
Preparing for the Coming Tax IncreasesWith increases looming, wealth managers need to help clients be aware and plan for the inevitable.
June 15, 2010
Fiduciary Provision Heads to House-Senate ConferenceCommittee for the Fiduciary Standard urges legislators to 'adopt House provision.'
June 14, 2010
As FAFSA Deadline Approaches, College Students Urged to Apply Before Aid Window ShutsCollege students--and the parents who help them pay tuition costs--have until June 30 to file a free application for federal student aid (FAFSA) before the window shuts for the 2009-2010 and the 2010-2011 school years.
June 11, 2010
New Study Examines the Question, Does 'Microfinance' Work?Grameen Foundation, a U.S.-based nonprofit organization, released a report on Thursday, June 10, that reviews recent studies on the effectiveness of microfinance in alleviating poverty.
June 10, 2010
Beige Book Report Sees Modest Economic Growth NationwideFinancial activity little changed, but a few Fed districts note a modest increase in lending
June 07, 2010
LPL Financial IPO: Stock Market OverviewThe number of IPOs so far has surged, comparing favorably to 2007's rate
June 07, 2010
LPL Financial IPO: Market OverviewBy Joyce Hanson From an overall market perspective, LPL Financial's $600 million listing on Friday, June 4, arrives during a period of volatility, with a boomlet...