Banking on a wave of mergers in 2010, the major custodian firms are in a race to offer the best M&A tools to their RIAs so that the assets of selling firms don’t walk out the door to a rival custodian. M&A in the RIA world had dried...
Tax Court rules in favor of taxpayer in family limited partnership case, noting the marital deduction In Estate of Charlene B. Shurtz v. Commissioner, T.C. Memo 2010-21, the Tax Court held for the taxpayer that assets transferred to a family...
In March 2010, Barclays Wealth, the wealth management division of Barclays Bank PLC, published the results of its survey, Philanthropy: Barriers to Giving (www.barclayswealth.com/insights/philanthropy-barriers-to-giving.htm). The survey focused on...
When it comes to changing jobs, transferring the licenses you hold to your new firm is typically a seamless task. Indeed, if you have a clean regulatory history, the transfer can typically be done electronically
Foundations hold a commanding share of donated wealth in America, but a less well-known vehicle for funding charitable causes is growing rapidly in popularity: donor advised funds.
THIS MONTH'S CONTESTHOTEL KEY CODES Modern hotels change the codes assigned to individual rooms every day. For security reasons, a hotel the door code based on the corresponding room number. Below is a list of room numbers with the corresponding...
Want to with other financial advisors? Discuss how to sell your book? Have a question about marketing yourself to high-net-worth investors? These and many more topics are being discussed right now on RegisteredRep.com's Advisor Forums. We think...
Starting to look for a new job can be very daunting, especially if you don't have a clear idea of what you'd like to do next. But there are many things you can do to make sure the job you accept will be the right fit