As we were going to press with the March 2008 issue of Trusts & Estates magazine, we received an email from Kevin Matz of White & Case, LLP, who has a piece in that issue entitled Knight's "Decided. Now What?" Matz wrote: The great thing about law is that it never stays the same. Internal Revenue Service Notice 2008-32, issued today, provides interim guidance on the 2 percent floor limitations for trusts and estates relating to bundled investment management and advisory costs.
Now that active and passive strategies have learned to co-exist, investors need to know which active approaches truly deliver what is promised. Metrics like active share have become even more important, given the proliferation of strategies available....More
The following words may pop into your head when you think about life settlements: Confusing. Privacy concerns. Questionably legal. Unregulated. Or just plain creepy. Some of these ideas about life settlements stem from real concerns, while others are based on misconceptions or outdated information....More
Top financial advisors like you are continually looking for ways to protect and strengthen their practice. Attend our webinar to learn about four best-practice pillars for building a solid foundation for your practice....More