Meet The Indies
Meet The Indies
Nov 01, 2010
Q&A with CEOs of Cetera and AIG Advisor Network.
fightfor$
The Fight For Talent
Nov 01, 2010
Last year was a record recruiting year for some independent broker/dealer firms, as big name financial services firms shed hordes of financial advisors. But that exodus is over, and this year, recruiting is way down. Over the long haul, hiring new...
The Unretiring Generation
The Unretiring Generation
Nov 01, 2010
With few assets and plenty of debt, investors in their 20s are not on many wealth management firms' or advisors' radars. Yet they haven't written them off entirely.
Rep. Index Nov. 2010
Nov 01, 2010
Smart decisions are based on more than government statistics, agency reports, news releases, interest rates and stock quotes. We've selected a few fascinating statistics here that illuminate the markets, the world of financial services and big...
The Children of the Wealthy Fire Their Parents’ Advisors—Most of the Time
Nov 01, 2010
The heirs of wealthy clients fire their parents' financial advisors 70 percent of the time. Prepare heirs and not just estates.
Time to Consider Terminating a Charitable Remainder Trust?
Nov 01, 2010
As advisors and their clients are waking up to potential tax rate increases in 2011 or 2012, they're reconsidering a number of tax deferral strategies. One strategy being reconsidered is the use of charitable remainder trusts (CRTs). For those...
Going Non-Vertical With Fund Interests
Nov 01, 2010
The vagaries and draconian nature of Internal Revenue Code Section 2701 have understandably led to widespread deference to the vertical slice rule. However, it is essential to bear in mind that the vertical slice isn't actually a rule, but rather...
European Harmonization
Nov 01, 2010
Every country1 in the European Union (EU) has its own laws and traditions for inheritances. This presents a problem when someone dies with assets in more than one country, as the conflict of law rules (known as private international law) result in...
Bringing It Home
Nov 01, 2010
Planning for an existing foreign non-grantor trust that has one or more U.S. beneficiaries presents complex challenges for trustees and professional advisors. Merely understanding the relevant U.S. tax and reporting rules is daunting enough. But...
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