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
3 Aspects of Tax Reform Affecting Your Clients
By David LyonKeep these three major areas in mind for this year's tax planning.
May 10, 2018
Insurance Landmines Could Ruin Your Financial PlanAlthough life insurance is sometimes portrayed as a "set it and forget it" investment, the reality is that there are a variety of variables that can change along the way.
May 03, 2018
Sidestepping Misconceptions of Inherited 401(k)sThe rules governing inherited qualified plans can be much more complex than those governing inherited IRAs—making the advice of an informed financial advisor critical to getting it right for the client.
April 24, 2018
US Investors Doubt They Will Live to 100Wealthy Americans are less likely than wealthy investors elsewhere to expect to reach that milestone, UBS finds.
April 19, 2018
Raymond James Longevity Planning Resources: Good for Clients, Great for AdvisorsSuite of tools provides much-needed solutions for clients while helping advisors grow their business and justify their fees.
April 18, 2018
Kestra Nabs Veteran Merrill Team in Ohio: Recruiting RoundupMeanwhile, LPL-affiliated Trilogy Financial taps a board member with marketing expertise
April 09, 2018
Clients Rate Top Financial Services Firms in 6 CategoriesA new Hearts & Wallets report measures customer trust and loyalty, the intent to invest more and intent to recommend.
March 28, 2018
Fidelity Charitable Hits Record $1 Billion in Grant-Giving Year to DateThe grant-making follows a record-breaking year in 2017 for the DAF, when the number of new giving accounts grew 20% and volume of grants grew by 25%.