WealthManagement.com http://wealthmanagement.com/rss.xml en Dawn Bennett: Dallas Cowboys Lawsuit 'Should Never Have Been Filed' http://wealthmanagement.com/blog/dawn-bennett-dallas-cowboys-lawsuit-should-never-have-been-filed <div class="node-body blog-body">In a statement from her spokesperson, Dawn Bennett said the Dallas Cowboys were retracting their $7.3 million lawsuit and said it "never should have been filed." </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/rulebook">Rulebook</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/dawn-bennett-dallas-cowboys-lawsuit-should-never-have-been-filed" target="_blank">read more</a></p> http://wealthmanagement.com/blog/dawn-bennett-dallas-cowboys-lawsuit-should-never-have-been-filed#comments Blogs Legal People Rulebook Fri, 21 Nov 2014 21:48:00 +0000 713471 at http://wealthmanagement.com <p><em>Copyright Ronald Martinez, Getty Images</em></p> Part 1: Financial Summary http://wealthmanagement.com/financial-performance/part-1-financial-summary <div class="field-deck"> Section 5: Financial Performance </div> <div class="node-body article-body">Not surprisingly, given the robust returns in the equity market, 2013 proved to be a good year for advisory practice financial performance.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/financial-performance/part-1-financial-summary" target="_blank">read more</a></p> http://wealthmanagement.com/financial-performance/part-1-financial-summary#comments Financial Performance Fri, 21 Nov 2014 20:21:00 +0000 707141 at http://wealthmanagement.com Part 2: Assets Under Management http://wealthmanagement.com/financial-performance/part-2-assets-under-management <div class="field-deck"> Section 5: Financial Performance </div> <div class="node-body article-body">When we segregate assets under management into ranges, we observe an upward movement from the lowest range to the next two tiers.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/financial-performance/part-2-assets-under-management" target="_blank">read more</a></p> http://wealthmanagement.com/financial-performance/part-2-assets-under-management#comments Financial Performance Fri, 21 Nov 2014 20:15:00 +0000 707151 at http://wealthmanagement.com Part 3: Revenues http://wealthmanagement.com/financial-performance/part-3-revenues <div class="field-deck"> Section 5: Financial Performance </div> <div class="node-body article-body">The median advisory practice revenue reached $500,000 in 2013, an increase of over 13% year-over-year and an all-time high for our survey.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/financial-performance/part-3-revenues" target="_blank">read more</a></p> http://wealthmanagement.com/financial-performance/part-3-revenues#comments Financial Performance Fri, 21 Nov 2014 20:13:00 +0000 707161 at http://wealthmanagement.com Part 4: Expenses http://wealthmanagement.com/financial-performance/part-4-expenses <div class="field-deck"> Section 5: Financial Performance </div> <div class="node-body article-body">RIA respondents report median expense growth for their practices of only 5% in 2013, a rate of increase well below those of assets under management and revenue.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/financial-performance/part-4-expenses" target="_blank">read more</a></p> http://wealthmanagement.com/financial-performance/part-4-expenses#comments Financial Performance Fri, 21 Nov 2014 20:09:00 +0000 707181 at http://wealthmanagement.com Part 5: Net Profits and Profit Margins http://wealthmanagement.com/financial-performance/part-5-net-profits-and-profit-margins <div class="field-deck"> Section 5: Financial Performance </div> <div class="node-body article-body">The observed revenue and expense trends indicate strong operating leverage and paint a very positive picture for advisory practice profits.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/financial-performance/part-5-net-profits-and-profit-margins" target="_blank">read more</a></p> http://wealthmanagement.com/financial-performance/part-5-net-profits-and-profit-margins#comments Financial Performance Fri, 21 Nov 2014 20:06:00 +0000 707191 at http://wealthmanagement.com Part 6: Advisor Compensation http://wealthmanagement.com/financial-performance/part-6-advisor-compensation <div class="field-deck"> Section 5: Financial Performance </div> <div class="node-body article-body">While compensation is a large part of the outcome from good business practices and strong portfolio performance, it hasn’t received as much attention from analysis of the RIA industry as have topics such as AUM and revenue.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/financial-performance/part-6-advisor-compensation" target="_blank">read more</a></p> http://wealthmanagement.com/financial-performance/part-6-advisor-compensation#comments Financial Performance Fri, 21 Nov 2014 20:01:00 +0000 707201 at http://wealthmanagement.com Falling Gas Prices Fuel Holiday Cheer http://wealthmanagement.com/viewpoints/falling-gas-prices-fuel-holiday-cheer <div class="field-deck"> Rising equities and falling prices at the pump will bring holiday cheer, but be aware of potential headwinds as we head into 2015. </div> <div class="node-body article-body">VIEWPOINTS: Scott Minerd, Global Chief Investment Officer, Guggenheim Partners; Rising equities and falling prices at the pump will bring holiday cheer, but be aware of potential headwinds as we head into 2015.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/viewpoints/falling-gas-prices-fuel-holiday-cheer" target="_blank">read more</a></p> http://wealthmanagement.com/viewpoints/falling-gas-prices-fuel-holiday-cheer#comments Guggenheim Partners Strategies Viewpoints Investment Fri, 21 Nov 2014 19:47:00 +0000 713381 at http://wealthmanagement.com JVisentin/iStock/Thinkstock On The Cover: December 2014 http://wealthmanagement.com/community/cover-december-2014 <div class="node-body article-body">Associate legal editor David H. Lenok discusses this month's cover</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/community/cover-december-2014" target="_blank">read more</a></p> http://wealthmanagement.com/community/cover-december-2014#comments Community Premium T&E Fri, 21 Nov 2014 19:35:00 +0000 713361 at http://wealthmanagement.com Note From The Editor: December 2014 http://wealthmanagement.com/community/note-editor-december-2014 <div class="node-body article-body">Editor in Chief Susan R. Lipp discusses the contents of this month's issue</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/community/note-editor-december-2014" target="_blank">read more</a></p> http://wealthmanagement.com/community/note-editor-december-2014#comments Community Public Fri, 21 Nov 2014 19:08:00 +0000 713341 at http://wealthmanagement.com Myths About Trusts And Investment Management: The Glass is Half Full! http://wealthmanagement.com/estate-planning/myths-about-trusts-and-investment-management-glass-half-full <div class="node-body article-body">Al W. King III discusses some of the key investment management factors contributing to the recent growth of trusts</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/myths-about-trusts-and-investment-management-glass-half-full" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/myths-about-trusts-and-investment-management-glass-half-full#comments Estate Planning Premium T&E Fri, 21 Nov 2014 18:58:00 +0000 713331 at http://wealthmanagement.com An End . . . And a Beginning http://wealthmanagement.com/philanthropy/end-and-beginning <div class="node-body article-body">Laura H. Peebles says goodbye with a list of her life's philanthropic highlights</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/philanthropy/end-and-beginning" target="_blank">read more</a></p> http://wealthmanagement.com/philanthropy/end-and-beginning#comments Philanthropy Premium T&E Fri, 21 Nov 2014 18:53:00 +0000 713211 at http://wealthmanagement.com Tax Law Update: December 2014 http://wealthmanagement.com/legal/tax-law-update-december-2014 <div class="node-body article-body">David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/legal/tax-law-update-december-2014" target="_blank">read more</a></p> http://wealthmanagement.com/legal/tax-law-update-december-2014#comments Legal Estate Planning Premium T&E Fri, 21 Nov 2014 18:48:00 +0000 713201 at http://wealthmanagement.com The Power of Pre-Tax Dollars to Purchase Life Insurance http://wealthmanagement.com/insurance/power-pre-tax-dollars-purchase-life-insurance <div class="field-deck"> Assisting high-net-worth clients with tax-efficient wealth transfer </div> <div class="node-body article-body">Brian M. Travers outlines how using pre-tax dollars to purchase life insurance can be a key tactic to preserve liquidity</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/power-pre-tax-dollars-purchase-life-insurance" target="_blank">read more</a></p> http://wealthmanagement.com/insurance/power-pre-tax-dollars-purchase-life-insurance#comments Insurance Premium T&E Fri, 21 Nov 2014 18:40:00 +0000 713181 at http://wealthmanagement.com Gold Too Pricey or Oil Too Cheap? http://wealthmanagement.com/strategies/gold-too-pricey-or-oil-too-cheap <div class="field-deck"> Using the right product for the job </div> <div class="node-body article-body">Using the right product for the job</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/strategies/gold-too-pricey-or-oil-too-cheap" target="_blank">read more</a></p> http://wealthmanagement.com/strategies/gold-too-pricey-or-oil-too-cheap#comments Strategies Investment Fri, 21 Nov 2014 18:27:00 +0000 713191 at http://wealthmanagement.com Time to Head Back Into the Water http://wealthmanagement.com/estate-planning/time-head-back-water <div class="field-deck"> Overcoming unwarranted fears of the Shark (Fin CLAT) </div> <div class="node-body article-body">Jordan H. Smith urges practitioners to overcome unwarranted fears of the Shark Fin CLAT</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/time-head-back-water" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/time-head-back-water#comments Estate Planning Premium T&E Fri, 21 Nov 2014 17:53:00 +0000 713171 at http://wealthmanagement.com Buy/Sell Agreement for a Family C Corporation With Accumulated E&P http://wealthmanagement.com/estate-planning/buysell-agreement-family-c-corporation-accumulated-ep <div class="field-deck"> What happens when a stockholder with earnings and profits wants to sell his stock? </div> <div class="node-body article-body">Frank L. Rainaldi, William Rainaldi & Patrick J.Deo discuss a number of situations in which a stockholder in a family C corporation with accumulated earnings and profits (E&P) might want to sell his stock</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/buysell-agreement-family-c-corporation-accumulated-ep" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/buysell-agreement-family-c-corporation-accumulated-ep#comments Estate Planning Premium T&E Fri, 21 Nov 2014 17:12:00 +0000 713131 at http://wealthmanagement.com Fact-Checking Isn’t Just for Politicians http://wealthmanagement.com/marketing/fact-checking-isn-t-just-politicians <div class="field-deck"> Securities regulators expect investment advisers to get their facts straight and to possess evidence to back up statements they make to clients, as well as prospects. </div> <div class="node-body article-body">Securities regulators expect investment advisers to get their facts straight and to possess evidence to back up statements they make to clients, as well as prospects.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/marketing/fact-checking-isn-t-just-politicians" target="_blank">read more</a></p> http://wealthmanagement.com/marketing/fact-checking-isn-t-just-politicians#comments Business Planning Marketing Practice Management Fri, 21 Nov 2014 17:11:00 +0000 713121 at http://wealthmanagement.com eaglesky/iStock/Thinkstock Planning Trust Administration to Avoid Conflict http://wealthmanagement.com/asset-protection/planning-trust-administration-avoid-conflict <div class="field-deck"> Insights and best practices for individual trustees </div> <div class="node-body article-body">Joseph C. Mahon & Patricia M. Angus offer insights and best practices for individual trustees</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/planning-trust-administration-avoid-conflict" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/planning-trust-administration-avoid-conflict#comments Asset Protection Premium T&E Fri, 21 Nov 2014 17:05:00 +0000 713111 at http://wealthmanagement.com Optimizing IRAs and Retirement Plan Distributions http://wealthmanagement.com/retirement-planning/optimizing-iras-and-retirement-plan-distributions <div class="field-deck"> Can marriage make a difference in wealth? </div> <div class="node-body article-body">James Lange explores what happens to retirement plans and individual retirement accounts when a couple marries</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/retirement-planning/optimizing-iras-and-retirement-plan-distributions" target="_blank">read more</a></p> http://wealthmanagement.com/retirement-planning/optimizing-iras-and-retirement-plan-distributions#comments Retirement Planning Premium T&E Fri, 21 Nov 2014 16:57:00 +0000 713091 at http://wealthmanagement.com The Evolving Landscape of State Income Taxation of Trusts http://wealthmanagement.com/asset-protection/evolving-landscape-state-income-taxation-trusts <div class="field-deck"> Three recent cases have successfully challenged the constitutional foundation on which many tax regimes are based </div> <div class="node-body article-body">James H. Cundiff & L. Timothy Halleron address three recent cases that have successfully challenged the constitutional foundation on which many tax regimes are based </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/evolving-landscape-state-income-taxation-trusts" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/evolving-landscape-state-income-taxation-trusts#comments Asset Protection Premium T&E Fri, 21 Nov 2014 16:45:00 +0000 712951 at http://wealthmanagement.com Rebutting the Presumptions of Due Execution and Testamentary Capacity http://wealthmanagement.com/estate-planning/rebutting-presumptions-due-execution-and-testamentary-capacity <div class="field-deck"> When is enough, enough? </div> <div class="node-body article-body">Ilene Sherwyn Cooper discusses the roles differing interpretations of "presumption" can play in probate proceedings</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/rebutting-presumptions-due-execution-and-testamentary-capacity" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/rebutting-presumptions-due-execution-and-testamentary-capacity#comments Estate Planning Premium T&E Fri, 21 Nov 2014 16:21:00 +0000 712941 at http://wealthmanagement.com Plug And Play? http://wealthmanagement.com/fix-my-practice/plug-and-play <div class="node-body article-body">MBM Wealth Consultants is looking to bring advisors into their network and provide them with tools and resources in exchange for a slice of revenues. Why aren’t they having more luck finding any takers? </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/fix-my-practice/plug-and-play" target="_blank">read more</a></p> http://wealthmanagement.com/fix-my-practice/plug-and-play#comments Business Planning RIAs Fix My Practice Careers Fri, 21 Nov 2014 14:44:00 +0000 712881 at http://wealthmanagement.com <p>Matthew Westhoff and his partners run a hybrid firm with $50 million in assets in Town &amp; Country, Mo. To grow, they need to add advisors.&nbsp;</p> Photo by Dusty Keller Merrill Lynch Adds 3 Brokers from Morgan Stanley http://wealthmanagement.com/people/merrill-lynch-adds-3-brokers-morgan-stanley <div class="field-byline"> Reuters </div> <div class="node-body article-body">Bank of America's Merrill Lynch said on Thursday it has hired three advisers away from rival brokerage Morgan Stanley, where they managed a combined $300 million in client assets.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/people/merrill-lynch-adds-3-brokers-morgan-stanley" target="_blank">read more</a></p> http://wealthmanagement.com/people/merrill-lynch-adds-3-brokers-morgan-stanley#comments People Wirehouse Fri, 21 Nov 2014 14:02:00 +0000 712191 at http://wealthmanagement.com Weary of the Market Rollercoaster, Investors Turn Again to Steady Stocks http://wealthmanagement.com/equities/weary-market-rollercoaster-investors-turn-again-steady-stocks <div class="field-byline"> Reuters </div> <div class="node-body article-body">The big story of recent stock market investment has been volatility, and the opportunities that sharp price swings can bring for those with strong nerves.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/equities/weary-market-rollercoaster-investors-turn-again-steady-stocks" target="_blank">read more</a></p> http://wealthmanagement.com/equities/weary-market-rollercoaster-investors-turn-again-steady-stocks#comments Strategies Equities Fri, 21 Nov 2014 13:01:00 +0000 712751 at http://wealthmanagement.com Copyright Spencer Platt, Getty Images The Daily Brief: Invest Like a Billionaire http://wealthmanagement.com/blog/daily-brief-invest-billionaire <div class="node-body blog-body">Go big on health care and short on energy stocks, according to the latest iBillionaire Index.</div> <div class="field-content-focus"> <span>Content Classification:&nbsp;</span> Curated </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/daily-brief">The Daily Brief</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/daily-brief-invest-billionaire" target="_blank">read more</a></p> http://wealthmanagement.com/blog/daily-brief-invest-billionaire#comments Blogs Strategies Equities High Net Worth The Daily Brief Fri, 21 Nov 2014 10:00:00 +0000 712051 at http://wealthmanagement.com Trusts & Estates December 2014 http://wealthmanagement.com/trusts-estates/2014-11-21 <div class="node-body magazine_issue-body"><p>Read the December 2014 issue of Trusts &amp; Estates</p> </div> <div class="field-desc"> <p>Read the December 2014 issue of Trusts &amp; Estates</p> </div> <fieldset class="fieldgroup group-mag-teasers"> </fieldset> <fieldset class="fieldgroup group-publication-info"><legend>Publication Info</legend> </fieldset> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/trusts-estates/2014-11-21" target="_blank">read more</a></p> Fri, 21 Nov 2014 05:00:00 +0000 713371 at http://wealthmanagement.com Stifel Hires Merrill Manager Van Donge in California http://wealthmanagement.com/people/stifel-hires-merrill-manager-van-donge-california <div class="field-byline"> Reuters </div> <div class="node-body article-body">One day after Stifel Financial Corp Chief Executive Ron Kruszewski said the St. Louis investment bank has lagged in recruiting brokers to its Stifel, Nicolaus brokerage unit, the company hired John Van Donge from Merrill Lynch Wealth Management to run a new branch office in Santa Barbara, California.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/people/stifel-hires-merrill-manager-van-donge-california" target="_blank">read more</a></p> http://wealthmanagement.com/people/stifel-hires-merrill-manager-van-donge-california#comments People Thu, 20 Nov 2014 22:52:00 +0000 712221 at http://wealthmanagement.com Bill Gross of Janus to Manage $500 mln for Soros Fund http://wealthmanagement.com/strategies/bill-gross-janus-manage-500-mln-soros-fund <div class="field-byline"> Reuters </div> <div class="node-body article-body">Bill Gross just got a huge vote of confidence from legendary investor George Soros. Soros Fund Management LLC, which Soros chairs, has invested $500 million in an account run by Gross at Janus Capital Group. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/strategies/bill-gross-janus-manage-500-mln-soros-fund" target="_blank">read more</a></p> http://wealthmanagement.com/strategies/bill-gross-janus-manage-500-mln-soros-fund#comments People Strategies Asset Management Investment Thu, 20 Nov 2014 21:33:00 +0000 712031 at http://wealthmanagement.com <p>Bill Gross</p> Copyright Mark Wilson, Getty Images Women Not Choosing Their Household Investments http://wealthmanagement.com/blog/women-not-choosing-their-household-investments <div class="node-body blog-body">A Wells Fargo study of affluent women found that despite controlling household budgets, cash flow and bills, they still are not choosing the investments. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/advisor-intelligence">Advisor Intelligence </a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/women-not-choosing-their-household-investments" target="_blank">read more</a></p> http://wealthmanagement.com/blog/women-not-choosing-their-household-investments#comments Industry Advisor Intelligence Thu, 20 Nov 2014 20:40:00 +0000 712081 at http://wealthmanagement.com