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
Will LPL’s New NPH Reps Stay or Go?
By Janet LevauxIndustry specialists debate how the move to a self-clearing firm could impact the 3,200 reps.
August 11, 2017
What to Do When Clients Lie"Working With Difficult People" author Raphael Lapin talks to ThinkAdvisor about how advisors can handle dishonesty from clients, co-workers and bosses.
July 31, 2017
Mobile Bank Startup Eyes National Bank StatusVaro Money applied for a national bank charter, setting the stage to be the first mobile-native bank to go national.
July 31, 2017
ProShares Adds Equity ETF Designed for Rising Rates: Portfolio ProductsIn other product news, Aria RetireOne announced it will start providing a fee-based variable annuity.
July 28, 2017
Treasury to Wind Down Obama MyRA ProgramDemand for and investment in the myRA program has been extremely low, Treasury said.
July 24, 2017
Social Security Survivor Benefits: Don’t Just Survive, MaximizeThe extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
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.