Interview with Tom Bradley, President of TD AMERITRADE Institutional President of TD AMERITRADE Institutional Tom Bradley Q: What do you see as the biggest challenges for financial advisors in 2009? A: Unprecedented market events have...
Here’s a possible new twist in the changing financial services landscape: A report in the New York Post raises the possibility of a “joint venture” between the wealth management divisions of Wachovia Securities and UBS. A lot of...
Schwab's CEO, said all the things that registered investment advisors would want to hear from their asset custodian chief on Thursday during an earnings call with analysts.
WELCOMEWelcome to the first issue of The Next Move. At a time when more advisors than ever are on the move—be it from one large firm to another, from big firms to independent broker/dealers, or to registered investment advisories, we look...
If there were an Olympic event in estate planning, I'd want John R. Price to represent our country. Unlike the blind men and the elephant, he sees the entire estate-planning elephant in our lives from the vantage points of a front-line...
Charities may not only have been Bernard Madoff's victims but also his enablers, most probably unknowingly but some, possibly, knowingly. Mitchell Zuckoff of Fortune magazine, in an article on CNNMoney.com dated Jan. 5, 2009, Charities: The...
Despite her sole discretion over a trust, a decedent did not possess at the time of her death a general power of appointment over property in the trust. In Technical Advice Memorandum 200847015 (July 30, 2008), the decedent's husband's will...
Although the introduction to Megan Pendleton's Intestate Inheritance Claims: Determining a Child's Right to Inherit When Biological and Presumptive Paternity Overlap suggests an exploration of the new forms of American family that result...
Frances H. Foster's article, Trust Privacy provides cogent arguments for and against trust privacy depending on an individual's specific circumstance. Generally, privacy in the management, protection and distribution of wealth is viewed as very...
For civil litigators, the concept of mediation is probably not novel but mediation has come slowly as a means of resolving probate and trust disputes. Perhaps it's because many such disputes involve more than just money. Maybe it's because...
