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.
A traditional advisor/client relationship may exist in your practice today—you meet with your client, provide guidance, answer questions and plan for their future. But, what happens when your clients leave your office?...More
With health care, health insurance and pharmaceutical issuers representing approximately 10% of the high-yield index, our analysts are keeping a close eye on both regulations impacting the sector and the impending U.S. presidential election,...More
In this season of change, cut through interest-rate noise. Get past the chatter and learn how to potentially optimize clients' fixed-income portfolios for income, diversification, flexibility, and tax benefits....More