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Estate Planning Articles
Grand Rapids, Mich.-based StreamSong Advisors is a newly formed independent advisory firm focusing on high-net-worth investors.
Permanent life insurance policies offer clients important financial living benefits, yet only 22 percent of Americans own one, according to Northwestern Mutual.
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.
The aging populace has been a boon for Life Care Centers of America Inc., the third-largest nursing home operator in the U.S., and made the company’s founder a billionaire.
Republicans are considering voting this year to repeal the U.S. estate tax, said House Ways and Means Chairman Dave Camp.
Governor Chris Christie must decide in coming weeks whether to support an end to lifetime alimony in New Jersey, part of an overhaul that supporters say doesn’t go far enough.
A new UBS Investor Watch report shows the more heirs know prior to inheriting money, the smoother the process goes.
Hauser Wealth Management has joined the firm from UBS.
To keep those assets and continue working with a clients heirs, Fidelity Investments suggests advisors incorporate multi-generational planning practices into their firm and get the wealth transfer...
Same-sex couples in the U.S. would be eligible for leave to care for their spouses under a rule the Obama administration will propose today.
Financial Advisor Blogs
Portfolio Manager Insights
An "endowment" spending approach may help retired clients preserve the value of their portfolios, says Jan Blakeley Holman, director of advisor education at Thornburg Investment Management. + Read more
"Business Adventures" by John Brooks is a collection of stories that shows there's still much to be learned from the way businesses conducted themselves 50 years ago. + Read more