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
Stifel to Buy Thomas Weisel; New Firm Would Have 1,900 Advisors, $100 B in AUM
By Janet LevauxStifel Financial and Thomas Weisel Partners Group said Monday, April 26, that they have entered into a roughly $300 million merger agreement.
April 23, 2010
Attendance Soars at FPA RetreatIt appears that the long drought for live advisor conferences may be over. Marv Tuttle, CEO of the Financial Planning Association, said April 22 that there were 360 planners attending the FPA's annual Retreat this year.
April 22, 2010
Wholesale Prices Rise 0.7%; Jobless Claims FallThe Labor Department said Thursday, April 22, that wholesale prices rose in March, as the cost of food jumped the most in 26 years.
April 22, 2010
Sales of Existing Homes Jumped 6.8% in MarchExisting home sales surged 6.8% in March, as buyers were spurred by the government's tax credit that expires at the end of this month, the National Association of Realtors (NAR) said Thursday, April 20
April 21, 2010
4 ways to build trust through your Web sitePrice, product, convenience, and understanding a policyholder's needs are just a few of the reasons why a consumer might buy from one agent instead of another. Underlying every reason is one constant: Trust.
April 21, 2010
4 ways to build trust through your Web sitePrice, product, convenience, and understanding a policyholder's needs are just a few of the reasons why a consumer might buy from one agent instead of another. Underlying every reason is one constant: Trust.
April 21, 2010
Wells Fargo, Weighed Down by Sour Loans, Posts Drop in ProfitWells Fargo & Co., still sorting through Wachovia's sour consumer loans, said Wednesday, April 21, that first-quarter earnings fell 16% to $2.54 billion.
April 20, 2010
FINRA to Investors in Reverse Convertibles: Caveat EmptorWhile the high yields are attractive for some investors, it is essential to understand all of the risks behind the high yields of reverse convertibles. Enter with eyes wide open.