The disappearance of the estate tax this year has moved tax attorneys to protect themselves against the threat of possible lawsuits.
The health-care overhaul President Barack Obama has signed into
law will mean big changes for many small businesses.
by
Dorothy Hinchcliff
The nation's wealthy already appear to be bouncing back somewhat from the recession, according to a new survey.
Wealthy Americans who cut back on charitable giving because of the
economic downturn are looking for ways to be more disciplined and
objective with their philanthropy.
A government move to make U.S. single-family offices register as
investment advisors shows how the interests of the super-wealthy are
cast aside when they run up against populist measures.
Long used for estate sales, wealthy individuals are turning to auctions to sell jewelry, antiques and other valuables.
by
Ray Fazzi
Guggenheim Partners LLC has reached an agreement to purchase Security Benefit Corporation,
whose holdings include SGI|Security Global Investors and Rydex|SGI.
Even high-net-worth investors are turning more often to their financial
advisors for help with a benefit generally associated with the less
affluent: Social Security.
by Bruce W. Fraser
Alternative investments increasingly are playing an important role in
asset allocation strategies in investors' portfolios, according to a
new Rydex/SGI survey of RIAs and broker-dealers.
The Obama administration's proposed budget calls
for lots of changes that could affect your estate plans, and ignorance
isn't bliss-it's foolhardy.
WealthTouch Inc. Chief Executive Norman Jones wants to help wealthy families keep better track of their money.
Some advisors who serve as trustees of client accounts are rethinking
that role, concerned about new rules that would make them subject to
surprise audits.
by
Karen DeMasters
A new study describes how top advisors keep and attract high-net-worth clients.
It may seem like a win for U.S. taxpayers, but a new Swiss court
ruling in the UBS AG tax evasion case is not likely to help those
who hid money in Swiss bank accounts.
