Estate Planning Articles

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Beacon Pointe Wealth Advisors Adds $500 Million Team

by FA Staff

Four advisors have joined the firm as partners in Scottsdale, Ariz.

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Cetera Offers Specialized Consulting Resources To Advisors

by FA Staff

The Advanced Planning Group is a team of legal, tax and estate planning experts that provide support to advisors.

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Consumers Expand Sources Of Investment Advice, Survey Says

by FA Staff

Consumers have increasingly sought investment advice from financial professionals, technology and employer-based programs over the past two years, according to a new study.

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How Advisors Get Into Trouble When Managing Trusts

by

Probate judge leader names pitfalls that advisors face in managing trusts for executors.

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Devil Is In The Details For Trusts

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Check the trust details before committing the money, an advisor says.

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Restrictions Sought On Guardians Of Elderly

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Calls for tighter controls on elder guardians pervaded the seminars and hallways of the American Bar Association’s National Aging and Law Conference.

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Gay-Marriage Cases Rejected As Supreme Court Leaves Uncertainty

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The U.S. Supreme Court rejected calls for a nationwide ruling on same-sex marriage, a rebuff that lets gays marry in as many as 11 new states and leaves legal uncertainty elsewhere.

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LPL Financial Adds $1.2 Billion Team To Platform

by FA Staff

Grand Rapids, Mich.-based StreamSong Advisors is a newly formed independent advisory firm focusing on high-net-worth investors.

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Permanent Life Insurance Underutilized, Says Northwestern Mutual

by FA Staff

Permanent life insurance policies offer clients important financial living benefits, yet only 22 percent of Americans own one, according to Northwestern Mutual.

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Morgan Stanley Must Pay $4.5 Million In Family Trust Case

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A Finra arbitration panel found Morgan Stanley & Co. Inc. liable for negligence in the case because it used trust money to repay third-party loans without authorization.

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