Asset protection planning is a moving target. Practitioners must constantly be aware of case developments and changes in the law, which must be reflected in their plans. Nevertheless, some advisors operate by rote and give every asset protection...
As the change in the mobility of clients and their assets over the past 30, even 20 years is truly astounding. While it once was unusual for the average estate planner to have clients with different citizenships and foreign assets, it is now...
On Sunday evening, Aug. 28, 2005, the night before Hurricane Katrina was to hit Gulfport, Miss., financial advisor Bob Sawyer reckoned it might be a good idea to make one more visit to his Stifel Nicolaus office to board up some of its windows...
A disgruntled YouTube subscriber, who goes by the screen name has posted a video that parodies Ameriprise's baby boomer retirement campaign. The mock ad shows a montage of 20- and 30-year olds surfing, rocking out and having fun, with a series of...
President and CEO of Janney Montgomery Scott, James Wolitarsky, will retire from the firm on June 30, 2007. PIC UBS appointed Michael Roberts managing director and head of UBS Trust Services. Roberts was previously regional head of personal trust...
Those are the words uttered by many independent reps who have made the leap from a large national full-service firm to independence. For so long, they say, independence was something they only dreamt about. The benefits of the independent life...
I was watching the Indianapolis Colts play football last season (pre-Superbowl victory) with my husband and couldn't help but notice quarterback Peyton Manning how well he passes the ball, that is. At times he even passed the ball before the...
Numeric Investors has exited the mutual fund business. On Feb. 23, the boutique Cambridge, Mass., money manager liquidated all of its retail mutual funds to pursue its separately managed account business. Numeric has separate accounts that employ...
It's hard to pick a great mutual fund. By now, everyone knows that past performance is no guarantee of future performance. But, somehow, the editors at The No-Load Fund Investor make it look easy with a somewhat naive and speculative strategy that...
Steve Burnett, the president of Sacramento, Calif.-based Hanson McClain, once went to a client's house to get some information about the stocks he held. Burnett soon discovered a most peculiar form of record keeping. In one room, hanging from wall...
