by Deborah L. Jacobs
Wealth transfer strategies for tough economic times.
by
Dorothy Hinchcliff
Barclays Global Investors today launched a
donor-advised fund that allows clients to invest their charitable
contributions in at least 25 iShares ETFs.
by
Dorothy Hinchcliff
North American Management Corp., an independent Boston-based wealth
management firm with an 80-year history, has established a trust
company.
by Cathleen M. Clauson
Trusts are a good way for advisors to expand their businesses. Here's why.
by Mary Rowland
If mistakes are made with a trust, a beneficiary may soon be able to sue more than the trustee.
Foundation Source Expands Philanthropic Services
Foundation Source, a provider of support services for private foundations based in Fairfield, Conn...
by
Dorothy Hinchcliff
Changes in federal law over the next few months could dramatically impact clients' retirement plans.
by Richard A. Behrendt
"Opportunity is knocking." That's been the mantra of estate planners
recently as the first half of 2009 has been ripe for high-net-worth
clients to consider some very robust estate planning.
by Tere D’Amato
Financial turmoil makes it a perfect time to breathe new life into estate plans.
by
Jeff Schlegel
Portfolio woes mean less money for philanthropy.
by Steven Leshner
Our role as advisors is to show our clients that there's a parallel between fiscal and physical fitness.
by Caren Chesler
In tough economic times, some clients are wondering if they could tap those untouchable trusts. Probably not a good idea.
by Allen Hamm
Big improvements have come to long-term care insurance, but some policies still contain unacceptable restrictions for accessing benefits.
Donor-Advised Charitable Giving Grows
Despite the economy, grants to charities through some of the largest donor-advised funds are up...
by James Sprout
Family fiduciary contracts can help ensure that a trustee does what a family expects.
by Joseph J. Cohen
You can help your clients by showing them how much charitable giving is within their means.
Dow Jones Licenses Korean Fund
Dow Jones Indexes is licensing Dow Jones Brazil Titans 20 ADR Index to Samsung Investments, a Korean investment...
by Kenneth P. Brier
Tax policy will likely change, no matter who takes the White House.
by Tracey Longo
Trust expertise is helping some advisors win high-net-worth clients.
