The number of rich investors continues to grow despite last year’s market meltdown, according to Rob Hegarty, an analyst with Boston research firm the TowerGroup. But brokers might also want to lower their sites a notch to target the “...
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Wouldn't you like to peek over your client's shoulder and watch how he manages his finances and investments online? Now you can. In April, Registered Representative conducted a national telephone survey of 200 clients to see what they are up to on...
Wit,Wisdom & the Fiduciary Professions Dangerous Postponement Without Cause Ongoing thoughts about a misinformed public reaction to transfer tax reform By Ror M. Adams, Chair Editorial Advisory Board Many of our readers have communicated to us...
Carryover Basis And Charitable Giving By Jerry J. McCoy Attorney Washington, DC Repeal of the estate tax, which some say reduces incentives for giving to charity, simultaneously creates several new ones by encouraging various types of...