Asset Protection http://wealthmanagement.com/taxonomy/term/23491/more en The $4 Trillion Market http://wealthmanagement.com/blog/4-trillion-market <div class="node-body blog-body">Assets under management in "managed investment solutions," such as rep-as-portfolio manager programs, unified managed accounts and mutual fund advisory programs, passed $4 trillion at the end of 2014, up 16 percent from $3.4 trillion in 2013.</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/4-trillion-market" target="_blank">read more</a></p> http://wealthmanagement.com/blog/4-trillion-market#comments Industry Blogs Asset Protection Fixed Income Asset Management Retirement Planning The Daily Brief Wed, 18 Mar 2015 09:00:00 +0000 816781 at http://wealthmanagement.com <p><em>urfinguss/iStock/Thinkstock</em></p> The Financial Paths to Building Wealth Teach Us Little About Distributing It http://wealthmanagement.com/asset-protection/financial-paths-building-wealth-teach-us-little-about-distributing-it <div class="field-byline"> Tom Commito </div> <div class="node-body article-body">The experienced advisor knows that adjusting long-term financial strategies based on changes in political rhetoric – no matter what side of the aisle it comes from – is hardly the right path to protecting and distributing wealth. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/financial-paths-building-wealth-teach-us-little-about-distributing-it" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/financial-paths-building-wealth-teach-us-little-about-distributing-it#comments Strategies Asset Protection Family Business Tue, 17 Mar 2015 15:33:00 +0000 816581 at http://wealthmanagement.com crazydiva/iStock/Thinkstock How Clients Can Easily Integrate Asset Protection Trusts into Their Estate Plans http://wealthmanagement.com/asset-protection/how-clients-can-easily-integrate-asset-protection-trusts-their-estate-plans <div class="field-deck"> It's not as complicated as it seems </div> <div class="node-body article-body">Asset protection trusts come in many different forms and can be used to protect property for the use and benefit of clients as well as their families and other beneficiaries</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/how-clients-can-easily-integrate-asset-protection-trusts-their-estate-plans" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/how-clients-can-easily-integrate-asset-protection-trusts-their-estate-plans#comments Asset Protection Public Wed, 11 Mar 2015 13:57:00 +0000 810071 at http://wealthmanagement.com Review of Reviews: “Unconstitutional Perpetual Trusts,” 67 Vand. L. Rev. 1769 (2014) http://wealthmanagement.com/asset-protection/review-reviews-unconstitutional-perpetual-trusts-67-vand-l-rev-1769-2014 <div class="field-deck"> Robert H. Sitkoff, John L. Gray Professor of Law at Harvard Law School in Boston, and Steven J. Horowitz, associate at the Chicago office of Sidley Austin, LLP </div> <div class="node-body article-body">Turney P. Berry weighs in on this scholarly article</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/review-reviews-unconstitutional-perpetual-trusts-67-vand-l-rev-1769-2014" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/review-reviews-unconstitutional-perpetual-trusts-67-vand-l-rev-1769-2014#comments Asset Protection Premium T&E Mon, 23 Feb 2015 21:19:00 +0000 790911 at http://wealthmanagement.com Flexibility vs. Certainty—Has the Pendulum Swung Too Far? http://wealthmanagement.com/estate-planning/flexibility-vs-certainty-has-pendulum-swung-too-far <div class="node-body article-body">Charles A. Redd questions whether the term "irrevocable" has lost its meaning</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/flexibility-vs-certainty-has-pendulum-swung-too-far" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/flexibility-vs-certainty-has-pendulum-swung-too-far#comments Asset Protection Estate Planning Public Mon, 23 Feb 2015 20:55:00 +0000 790731 at http://wealthmanagement.com TD Ameritrade Rolls Out Corporate Trust Services to RIAs http://wealthmanagement.com/asset-protection/td-ameritrade-rolls-out-corporate-trust-services-rias <div class="node-body article-body">TD Ameritrade hopes its new trust services will help registered investment advisors¬ capture the wealth of younger generations.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/asset-protection/td-ameritrade-rolls-out-corporate-trust-services-rias" target="_blank">read more</a></p> http://wealthmanagement.com/asset-protection/td-ameritrade-rolls-out-corporate-trust-services-rias#comments RIAs TD Ameritrade National LINC 2015 Asset Protection Wed, 28 Jan 2015 14:01:00 +0000 763341 at http://wealthmanagement.com Trending Now: Hollywood Guardianship and Conservatorship Proceedings http://wealthmanagement.com/estate-planning/trending-now-hollywood-guardianship-and-conservatorship-proceedings <div class="field-deck"> The case of Amanda Bynes’ illustrates how the decision can take a fatal toll on the family </div> <div class="node-body article-body">While mental illness is fairly prevalent in our society, it’s particularly noticeable and acute in the unique circumstances of celebrities.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/trending-now-hollywood-guardianship-and-conservatorship-proceedings" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/trending-now-hollywood-guardianship-and-conservatorship-proceedings#comments Asset Protection Estate Planning Public Wed, 21 Jan 2015 16:47:00 +0000 757561 at http://wealthmanagement.com <p><span style="font-size: 13px; line-height: 20px;">The next scheduled hearing in Amanda Bynes&rsquo; conservatorship proceedings is set to take place in February 2015.</span></p> Six Telltale Signs of Financial Abuse http://wealthmanagement.com/client-relations/six-telltale-signs-financial-abuse <div class="node-body gallery-body">January is actually the most popular month of the year for divorces, which means it can be a busy, difficult and awkward time for financial advisors trying to help their clients cleanly separate their finances. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/client-relations/six-telltale-signs-financial-abuse" target="_blank">read more</a></p> http://wealthmanagement.com/client-relations/six-telltale-signs-financial-abuse#comments Asset Protection Client Relations Practice Management Thu, 08 Jan 2015 18:54:00 +0000 747271 at http://wealthmanagement.com Why Risk Management Belongs in Your Client’s Portfolio http://wealthmanagement.com/high-net-worth/why-risk-management-belongs-your-client-s-portfolio <div class="field-byline"> Parker Beauchamp </div> <div class="field-deck"> If your client needs risk management, remind them that the more they have, the more they stand to lose. </div> <div class="node-body article-body">If your client needs risk management, remind them that the more they have, the more they stand to lose.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/high-net-worth/why-risk-management-belongs-your-client-s-portfolio" target="_blank">read more</a></p> http://wealthmanagement.com/high-net-worth/why-risk-management-belongs-your-client-s-portfolio#comments Asset Protection Insurance High Net Worth Wealth Planning Wed, 07 Jan 2015 16:00:00 +0000 746121 at http://wealthmanagement.com ratch0013/iStock/Thinkstock Death and Domicile—No Joking Matter http://wealthmanagement.com/estate-planning/death-and-domicile-no-joking-matter <div class="field-deck"> Will New York try to take a final death-tax bite in the estate of Joan Rivers? </div> <div class="node-body article-body">Will New York try to take a final death-tax bite in the estate of Joan Rivers?</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/death-and-domicile-no-joking-matter" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/death-and-domicile-no-joking-matter#comments Asset Protection Estate Planning Wealth Planning Mon, 05 Jan 2015 15:20:00 +0000 744161 at http://wealthmanagement.com Jeff Schear/Getty Images