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Strategies, tools and tips for the high net worth client.
 

Gallery: Old Master Paintings Part I

This sale brings together works from some of the most well-known artists spanning four centuries of European painting. Names such as Carracci, Chardin, Boucher, Watteau, Panini, Hals, van Dyck, Ruysdael, Zurbaran will resonate with art enthusiasts of all ages and interests.

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  • May 3, 2013
    Article
    Trusts & Estates

    Wealth Planning Across the Ages

    Under the kiddie tax rules, children under age 20 and full time students living with the parents will pay income taxes at the parents highest marginal tax bracket on all unearned income above $2,000 in 2013....More
  • Apr. 17, 2013
    Article
    Trusts & Estates

    Two More Countries Join United States in Exchanging Tax Information

    On April 15, Norway became the sixth country to sign a Foreign Account Tax Compliant Act (FATCA) intergovernmental agreement (IGA) with the United States....More
  • Apr. 12, 2013
    Article
    Trusts & Estates

    Puerto Rico--The New Florida?

    In the last several months, every financial media outlet (including Bloomberg and the Wall Street Journal) has run an article on the possibility of a billionaire hedge fund manager becoming a Puerto Rican resident....More
  • Mar. 27, 2013
    Article
    Trusts & Estates

    Are You Practicing Smart Marketing?

    As 2012 drew to a close, wealth management professionals were inundated with business from families waiting until the last minute to take advantage of the estate-planning opportunity of a lifetime. But now that the dust has settled, and we’re well into 2013, are you still just as busy or has the momentum fizzled?...More
  • Mar. 27, 2013
    Article
    Trusts & Estates

    Downton Abbey: Real Life Lessons for Trust and Estate Advisors

    Joshua Baron and Devin Bird draw parallels between real life family business succession issues and the drama of PBS's Downton Abbey...More
  • Mar. 20, 2013
    Article
    Trusts & Estates

    The New Schedule C 1

    David Pratt and Brandon Ross discuss the new addition to Form 709: Schedule C, Deceased Spousal Unused Exclusion Amount...More
  • Mar. 18, 2013
    Article
    REP.

    Are Musical Instruments a Sound Investment?

    Post-crisis, there is a growing demand for rare musical instruments as an alternative investment. The returns can sometimes be high, but risks abound....More
  • Mar. 4, 2013
    Article
    Trusts & Estates

    Risk Management for Wealthy Families  

    Don Kozusko & Paul McKibbin discuss how scenario planning can benefit your high-net-worth clients...More
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Absolute Perfection

This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 

Image courtesy of  Christie’s Images Ltd. 2013

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Life after wirehouse? 1

After 18 months in the industry, all at WFA, I will be leaving the firm. I have not had great success at a wirehouse. It started well in the apprentice period and the first 6 months, but I missed my hurdle at the 9 month mark and have been scraping by ever since. After taking a further look at the requirements for the next 3 years, I realize that my head is going to be on the chopping block for most of that time barring someone in my network hitting the Powerball. I take full responsibility for this, but I will add that my firm has offered me little, if any, support at the local level....More
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May 17, 2013
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Walnut Street Team Turns Down Cetera Deal to Join Boutique IBD

A $145 million AUM team from Walnut Street Securities has turned down a retention deal from Cetera to join SCF Securities....More
May 16, 2013
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The Checks Aren’t Always Equal: Why RIAs Should Tap Multiple Custodians for a Successful Practice

Challenging economic climates often bring unforeseeable opportunities. New opportunities could, of course, help your clients maximize their potential. With the evolution of new technologies, financial products and account needs, new custodians have emerged to provide specialized services....More

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