Understanding Florida’s laws regarding the descent and devise of “homestead” property can be difficult for even the most experienced estate planning practitioners, and this quagmire has become even more complicated by recent case law.
On June 26, 2013, the U. S. Supreme Court (the Supreme Court) issued its decisions in the cases of Windsor v. United States and Hollingsworth, et. al. v. Perry et al., thus ending the judicial fight of the validity of the federal “Defense of Marriage Act,” and ending “Round 1” of the judicial fight regarding comparable state law statutes and constitutional provisions.
Today, more than 100 million Americans are members of a credit union. Yet surprisingly, 97% of these members don't have an established advisor relationship through their credit union. And the only thing standing between you and this sea of potential clients may be your broker/dealer....More
A new era of health care innovation looms on the horizon. Andy Acker, Portfolio Manager of the Janus Global Life Sciences Fund, explains why he still sees considerable growth potential ahead for the health care sector, even after a strong three-year run....More
Obergefell v. Hodges is a consolidated Supreme Court case involving same-sex couples, some of whom sought marriage licenses in Michigan and Kentucky despite state laws restricting marriages in the state to opposite sex couples...More
Less than half of next gen advisors have a high degree of confidence in their team leader's ability. The next generation advisor wants to be more engaged, believes they have more to add but struggles to find the best way to contribute to their wealth management team....More