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
ProShares Adds Equity ETF Designed for Rising Rates: Portfolio Products
By Emily ZulzIn other product news, Aria RetireOne announced it will start providing a fee-based variable annuity.
July 20, 2017
Advisors, Plan Sponsors Out of Sync in DC Plan SpaceWells Fargo Asset Management compared its survey advisors to a previous one of plan sponsors to discover the gaps.
July 17, 2017
States Dumping Estate Taxes, but Beware Those That Haven’tA new report from the Tax Foundation shows which states still impose estate and/or inheritance taxes and their exemptions.
July 17, 2017
Middle-Income Americans Desperately Need Financial Advice: Financial FinesseCynthia Meyer, a financial planner at Financial Finesse, tells ThinkAdvisor about profitable ways to serve investors who don't qualify as high-net-worth.
July 10, 2017
Bernard Health Expands Partnership With Financial Advisors: Portfolio ProductsAlso, MSRB launched a free, scenario-based course to educate advisors and investors about municipal bonds.
July 03, 2017
T. Rowe Price Launches Retirement Income 2020 Fund: Portfolio ProductsAlso, AssetMark adds a free tool for advisors to assess the value of their businesses, plus new ETFs from Goldman Sachs and U.S. Global.
June 28, 2017
Cold Calling Superstar Shares His SecretsFormer advisor Mike Brooks tells ThinkAdvisor how he went from cold calling underperformer to leading sales expert and script writer.
June 28, 2017
5 Possible Weird Senate Health Bill EffectsThe Better Care act could make the health risk hot potato roll in unexpected directions.