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
Insurance Landmines Could Ruin Your Financial Plan
By Scott DiamondAlthough 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.
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%.
March 26, 2018
Advisors Have a Big Fee Disclosure Problem: CFA InstituteFee disclosure is key to client trust, but less than half of clients are satisfied with that aspect of the advisor relationship, CFA Institute finds.
March 21, 2018
Boomers' Kids Don't Want Heirlooms. Advisors Can Help.Gen Xers and millennials want memories, not outdated stuff. Appraiser Elizabeth Stewart tells ThinkAdvisor what to do with it.
March 15, 2018
The Four Steps It Takes to Build Client TrustAs in other relationships, client trust is built over time through a consistent and deliberate process