by Bobbi J. Bierhals
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.
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by
Mike Byrnes
A huge wave of wealth transfers is expected in the coming years and financial advisors who prepare for it will be most successful.
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by
Sara Jane Shanahan
The $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.
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by
Neil T. Kawashima
The American Taxpayer Relief Act of 2012, signed into law on January 2 by President Obama, contains two significant provisions that may impact charitable planning.
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by Tim Freundlich
DAF providers that offer impact investing enable clients to both maximize their giving dollars and make the greatest positive impact possible.
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by Nadene Salzman
The appeal of the family office has grown significantly from earlier days, when the Rockefellers epitomized the concept one office serving one familiy.
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by Elizabeth Kraus
When 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.
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by
Ryan Caldbeck
Advisors have an opportunity to take a leadership role in the growing field of crowd-sourced private equity funding.
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