The personal residence trust (PRT) can provide clients with a significant amount of estate tax savings if they are structured properly, these two planners say.
This author argues that today’s successful financial services professional has adapted to, and even thrived on the dramatic changes in the financial industry.
John Richard Pierce Jr. is among the first to acknowledge that it's tough for advisors to build a client base: The most successful usually have faced the most rejection.
In his new book, the chief investment officer of Merrill Lynch Wealth Management offers a framework for how clients can build a successful investment strategy.
