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Pending legislation could clear the way for advisors with 401(k) business to sell financial advice to plan participants. On May 14, the House of Representatives passed the Pension Security Act of 2003, the first step to opening the door for 401(k...
The defection of over 30 Waddell & Reed advisors in the New York and Connecticut region to Washington Square Securities (WSSI), an ING affiliate, has driven a wedge between the firms. Waddell has notified ING that it is ending a third-party...
On the Cover: In honor of tax season, we present Andrea Mantegna’s “Descent into Limbo,” painted circa 1492. This work of art, tempera and gold on panel, is the last known signed painting by Mantegna left in private hands. This...
Updating Our Look This month we introduce the first update to the appearance of Trusts & Estates magazine in many years. Our goal: to make the packaging as sophisticated and dignified as the content has always been. But this is more than a face...
SCOTTSDALE, ARIZ. In-between waiting in line for an autographed baseball from Hall-of-Famer Harmon Killebrew and learning the secrets of Navajo flute-making out here in the desert, members of the Investment Management Consultants Association...