by FA Staff
The new firm delivers trust services for RIAs’ high-net-worth clients
that feature South Dakota’s uniquely beneficial trust and tax laws.
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by Mary Rowland
Laura Schilling has opened a firm staffed with stay-at-home moms.
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by Jerilyn Klein Bier
In-person visits are still the best way to learn
a client’s needs.
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by Jeff Schlegel
Advisors working with dying clients need both financial acumen and human compassion.
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by FA Staff
Many advisors are missing the chance to engage multiple generations when discussing family wealth issues, according to a survey by MFS Investment Management.
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by
Karen DeMasters
The U.S. Supreme Court's decisions on two same-sex marriage cases could have far-reaching effects on the financial lives of same-sex couples, legal experts say.
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by FA Staff
Reliance Financial Corp., a privately held financial services and wealth management company based in Atlanta, Ga., has acquired Citigroup Trust-Delaware, N.A., a subsidiary of Citibank, N.A.
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by
Karen DeMasters
Many wealthy individuals do not have adequate plans for passing on their wealth and may have a false sense of financial security, according to a U.S. Trust survey released today.
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by Eric L. Reiner
The new tax rules for trusts and estates could have been worse.
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by
Bloomberg News
President Barack Obama wants to prevent people from accumulating too much money in their tax- advantaged retirement accounts or trusts for heirs, adding to pressure on the wealthy after raising tax...
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