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Research
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Online Extras Articles
The Anatomy Of A Family Meeting
by Matthew Wesley , Stephen CampbellAnnual family gatherings or family retreats have become a recognized best practice for advisors serving successful families.
High-Income Retirees May Face Limits On Growth
by Bobbi J. BierhalsPresident Barack Obama’s budget proposal seeks to impose a limit on the prolonged tax deferrals and tax-free growth that high-income clients can achieve on their qualified retirement accounts.
Preparing For A Wave Of Wealth Transfers
by Mike ByrnesA huge wave of wealth transfers is expected in the coming years and financial advisors who prepare for it will be most successful.
Weighing The Obama Budget’s Impact On Estate Planning
by Jonathan M. Forster , Jennifer M. SmithThe Obama budget's elimination of exemption reunification, combined with a smaller gift tax exemption, would make lifetime gift planning far more complicated for wealthy families.
Cornwell's $50M Jury Award Wake-Up Call For Advisors
by Sara Jane ShanahanThe $50 million judgment that mystery author Patricia Cornwell won against her former wealth managers in federal court should serve as a wake-up call to clients and managers alike.
Impact Of American Taxpayer Relief Act On Charity
by Neil T. KawashimaThe American Taxpayer Relief Act of 2012, signed into law on January 2 by President Obama, contains two significant provisions that may impact charitable planning.
Donor-Advised Funds Can Maximize Philanthropic Impact
by Tim FreundlichDAF providers that offer impact investing enable clients to both maximize their giving dollars and make the greatest positive impact possible.
The Anatomy Of A Multifamily Office
by Nadene SalzmanThe appeal of the family office has grown significantly from earlier days, when the Rockefellers epitomized the concept one office serving one familiy.
Working For Equity
by Elizabeth KrausWhen it comes to investing in start-ups, working for equity can add value for both entrepreneurs and investors. Four experts discuss the ins and outs of this process.
Game On For Private Equity
by Ryan CaldbeckAdvisors have an opportunity to take a leadership role in the growing field of crowd-sourced private equity funding.
Financial Advisor Blogs
Portfolio Manager Insights
Expert Views
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The Anatomy Of A Family Meeting
Annual family gatherings or family retreats have become a recognized best practice for advisors serving successful families. + Read more
-
High-Income Retirees May Face Limits On Growth
President Barack Obama’s budget proposal seeks to impose a limit on the prolonged tax deferrals and tax-free growth that high-income clients can achieve on their qualified retirement accounts. + Read more

