Though the scope of an executor’s job varies wildly depending on the size and complexity of the estate she’s managing, here’s a broadly applicable checklist of responsibilities that your clients who become executors should consider.
Here’s a look at some of the most striking portrayals of financial advisors in film over the last 30 years and some thoughts on how they may reflect society’s view of the industry at the time of their respective releases.
The Social Security Administration (SSA) recently took emergency steps to clear up a penalty levied against same-sex married couples as a result of the agency’s previous refusal to recognize their marriages.
Recent statistics show markedly improved longevity rates. Between 1985 and 2010, the number of people living past age 90 tripled and will quadruple in the next 40 years. In addition, death rates for various diseases including the two leading killers (heart disease and cancer) have decreased from 38% to 13.5% over the past 10 years....More
You make sure you practice good diversification techniques when advising your clients on their portfolios. Now, with this webinar, you can discover a key way to diversify your practice, with a wider client base that is geared for future growth....More