Legal http://wealthmanagement.com/taxonomy/term/23641/more en Validity of Trust Protector’s Amendment to Florida Trust http://wealthmanagement.com/estate-planning/validity-trust-protector-s-amendment-florida-trust <div class="field-deck"> Appellate court looks at settlor’s intent </div> <div class="node-body article-body">Florida’s Fourth District Court of Appeal recently examined the state’s trust protector statute in detail. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/validity-trust-protector-s-amendment-florida-trust" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/validity-trust-protector-s-amendment-florida-trust#comments Legal Estate Planning Public Mon, 29 Jun 2015 18:00:00 +0000 933441 at http://wealthmanagement.com Simplifying Same-Sex Estate Planning http://wealthmanagement.com/estate-planning/simplifying-same-sex-estate-planning <div class="field-deck"> The Obergefell v. Hodges decision provides a measure of uniformity </div> <div class="node-body article-body">Obergefell’s impact from taxation, through sickness and health and into death, is to provide a measure of uniformity. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/estate-planning/simplifying-same-sex-estate-planning" target="_blank">read more</a></p> http://wealthmanagement.com/estate-planning/simplifying-same-sex-estate-planning#comments Legal Estate Planning Public Mon, 29 Jun 2015 16:07:00 +0000 933281 at http://wealthmanagement.com Copyright Max Whittaker, Getty Images U.S. Supreme Court Rules State Law Bans on Same-Sex Marriage Are Unconstitutional http://wealthmanagement.com/legal/us-supreme-court-rules-state-law-bans-same-sex-marriage-are-unconstitutional <div class="node-body article-body">The United States Supreme Court's ruling that state laws that prohibit same-sex marriage are unconstitutional in a 5-4 decision is just the beginning.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/legal/us-supreme-court-rules-state-law-bans-same-sex-marriage-are-unconstitutional" target="_blank">read more</a></p> http://wealthmanagement.com/legal/us-supreme-court-rules-state-law-bans-same-sex-marriage-are-unconstitutional#comments Legal Fri, 26 Jun 2015 18:27:00 +0000 931851 at http://wealthmanagement.com Copyright Alex Wong, Getty Images Advisors, Firms React to Gay Marriage Ruling on Twitter http://wealthmanagement.com/blog/advisors-firms-react-gay-marriage-ruling-twitter <div class="node-body blog-body">Many firms and advisors showed their support for the Supreme Court's same-sex marriage ruling on Twitter Friday. Here are some of the highlights. </div> <div class="og_rss_groups"><ul class="links"><li class="og_links first last"><a href="/blog/intelligent-advisor">Intelligent Advisor</a></li> </ul></div><p><a href="http://wealthmanagement.com/blog/advisors-firms-react-gay-marriage-ruling-twitter" target="_blank">read more</a></p> http://wealthmanagement.com/blog/advisors-firms-react-gay-marriage-ruling-twitter#comments Industry Legal Blogs Intelligent Advisor Fri, 26 Jun 2015 16:56:00 +0000 931731 at http://wealthmanagement.com <p>Copyright&nbsp;Alex Wong,&nbsp;Getty Images</p> Court Rules For-Profit Colleges Must Prepare Students for “Gainful Employment” http://wealthmanagement.com/college-planning/court-rules-profit-colleges-must-prepare-students-gainful-employment <div class="field-deck"> Title IV financial aid benefits linked to students’ actual ability to pay off debt post-graduation. </div> <div class="node-body article-body">A federal district court judge ruled that the U.S. Department of Education can base its determination as to whether a student attending a for-profit college or vocational school is eligible for financial aid on past graduates' abilities to pay off their debts.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/college-planning/court-rules-profit-colleges-must-prepare-students-gainful-employment" target="_blank">read more</a></p> http://wealthmanagement.com/college-planning/court-rules-profit-colleges-must-prepare-students-gainful-employment#comments Legal College Planning Public Thu, 25 Jun 2015 14:06:00 +0000 930381 at http://wealthmanagement.com U.S. SEC, JPMorgan in Talks to Settle Probe Regarding Product Steering - WSJ http://wealthmanagement.com/legal/us-sec-jpmorgan-talks-settle-probe-regarding-product-steering-wsj <div class="node-body article-body">JPMorgan Chase &amp; Co is in talks with the U.S. Securities and Exchange Commission to settle a probe by the agency on whether the bank inappropriately advised its private-banking clients toward its own investment products.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/legal/us-sec-jpmorgan-talks-settle-probe-regarding-product-steering-wsj" target="_blank">read more</a></p> http://wealthmanagement.com/legal/us-sec-jpmorgan-talks-settle-probe-regarding-product-steering-wsj#comments Industry Legal Thu, 25 Jun 2015 13:02:00 +0000 929981 at http://wealthmanagement.com Copyright Chris Hondros, Getty Images Wall Street Watchdog Homes in Again on Mutual Fund Overcharges http://wealthmanagement.com/industry/wall-street-watchdog-homes-again-mutual-fund-overcharges <div class="field-byline"> Suzanne Barlyn </div> <div class="node-body article-body">Wall Street's industry-funded watchdog is weighing fresh enforcement cases against brokerage firms alleged to have overcharged mutual fund investors, an official with the Financial Industry Regulatory Authority (FINRA) said on Tuesday.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/industry/wall-street-watchdog-homes-again-mutual-fund-overcharges" target="_blank">read more</a></p> http://wealthmanagement.com/industry/wall-street-watchdog-homes-again-mutual-fund-overcharges#comments Industry Legal Markets Tue, 23 Jun 2015 20:49:00 +0000 928771 at http://wealthmanagement.com FPA: Changes Needed to Make DOL Fiduciary Rule Workable http://wealthmanagement.com/legal/fpa-changes-needed-make-dol-fiduciary-rule-workable <div class="node-body article-body">The Financial Planning Association is supportive of the Department of Labor’s fiduciary proposal, but the organization said Tuesday that doesn’t mean it thinks the rules is perfect.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/legal/fpa-changes-needed-make-dol-fiduciary-rule-workable" target="_blank">read more</a></p> http://wealthmanagement.com/legal/fpa-changes-needed-make-dol-fiduciary-rule-workable#comments Industry Legal Regulation & Compliance Tue, 23 Jun 2015 18:22:00 +0000 928541 at http://wealthmanagement.com Julius Baer to book $350 Million Against H1 for U.S. Tax Probe http://wealthmanagement.com/legal/julius-baer-book-350-million-against-h1-us-tax-probe <div class="node-body article-body">Julius Baer said on Tuesday it would book $350 million against first-half results towards an expected settlement in a U.S. criminal investigation into how the Swiss bank helped wealthy Americans dodge taxes.</div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/legal/julius-baer-book-350-million-against-h1-us-tax-probe" target="_blank">read more</a></p> http://wealthmanagement.com/legal/julius-baer-book-350-million-against-h1-us-tax-probe#comments Legal Taxes Tue, 23 Jun 2015 16:14:00 +0000 928421 at http://wealthmanagement.com NAIC Closing the Loop on Illustrations http://wealthmanagement.com/insurance/naic-closing-loop-illustrations <div class="field-deck"> New Actuarial Guideline 49 takes effect Sept. 1 </div> <div class="node-body article-body">NAIC Actuarial Guideline 49 was introduced to provide uniform guidance to indexed universal life illustrations. </div> <div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/insurance/naic-closing-loop-illustrations" target="_blank">read more</a></p> http://wealthmanagement.com/insurance/naic-closing-loop-illustrations#comments Legal Insurance Public Tue, 23 Jun 2015 13:44:00 +0000 928161 at http://wealthmanagement.com Michael Brown/Hemera/Thinkstock