Estate Planning

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The Future Of The IA World

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As technology disrupts the world, the advisory business will face an unprecedented makeover.

The Appeal Of The Successful Business Owner

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She is the high-quality client who can lead to the success of a professional’s practice.

Inheriting Grandma's House Comes With Tax Bill Under Obama Plan

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President Barack Obama's tax plan would affect billionaires -- as well as people who aren’t wealthy enough to pay estate taxes, if their assets have gained sharply enough in value.

Obama Tax Agenda Widens Partisan Gulf As He Seeks Redistribution

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The plan would raise the top capital gains rate to 28 percent, impose tax increases for high earners, limit tax breaks for 529 plans and take other steps to pay for new programs.

Divorcing Spouses Warned To Search For Hidden Assets

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Legend Financial says spouses have many ways to look for hidden assets.

Making It Pay

by Eric Rasmussen

Investment managers Bahl & Gaynor in Cincinnati have built up $12 billion in assets with a dividend approach for patient investors.

Beacon Pointe Wealth Advisors Adds $500 Million Team

by FA Staff

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

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.

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.

How Advisors Get Into Trouble When Managing Trusts

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

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