Pamela Savage Forbat

The family limited partnership (FLP) is the ice cream sundae of estate planning strategies. It collects a mound of mouth-watering ingredients (assets) into one bowl that satisfies any invited to taste it.The recipe...

If you walk into a Citibank branch, now called a financial center, you'll be greeted by a smiling employee and handed a "CitiPromise" card. The card guarantees that if you don't get good service and a free financial...

The new client sitting across from Sheryl Garrett was frustrated. There had been so many good opportunities to invest in the stock market over the past several years, he said, but he didn't take advantage of them...

The National Association of Investment Professionals (NAIP) is filing a complaint with the Federal Trade Commission claiming online discounter ads are deceptive and unfair.The NAIP's attorney, William MacLeod, a...

Three years ago it was "almost impossible" to get brokers to sell life insurance products, according to Jerald Hampton, director of Salomon Smith Barney's estate and trust services group. Only 250 brokers at the firm...

You've read about the threats the Internet poses for your business and seen cover stories predicting the death of the full-service broker. You've probably even experienced firsthand a beating over the prices you...

If you talk to John Elwood directly you'll get an earful about what's behind stock-price moves. And if you get his voice mail, you won't miss out: Elwood greets callers with his thoughts on the market that day.Elwood...

The hardest part is deciding to do it. Frank Aiello remembers that moment in 1995. After six years in the business, Aiello had more than 400 clients. He was so tired of doing trades that he had to change something or...