Understanding the SFO universe, how they work with external providers and how your services can fit in with their in-house and other outsourced suite of advisors is key to building fruitful relationships with the wealthiest of families....More
Almost two thirds of independent advisors say they’re not changing their documentation processes in anticipation of the proposed rule’s implementation, according to a recent flash poll conducted by AdvisoryWorld....More
The point of the inaugural Wealth Management Industry Awards is to recognize the businesses that have grown up around advisors and launched specific initiatives in the past year to help them better serve their clients....More
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Today's markets have been as uncertain as ever and several key themes seem to be at the forefront. The strength of the US dollar, the potential rise in US interest rates and mergers and acquisitions (M&A) activity are just a few of the main headlines we are keeping an eye on...More
These articles from the Investments & Wealth Monitor focus on tax-aware investing and include a look at the trinity of asset location (taxes, returns, and time horizon), tactics and strategies for tax-efficient investing, and an after-tax target few advisors have in their sights....More
More and more trusts are being drafted with a long, long time horizon. At the same time, there's a staggering increase in litigation. Is there a better way to design and administer trusts to emphasize the positive role that trusts can play in the lives of beneficiaries?...More
For the second year, the ADP Research Institute® examined the types of companies — by size and type of industry — that offer retirement benefits, as well as the retirement savings behaviors of approximately 10 million U.S. employees in 2014....More