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Forget high-tech. What financial advisors are looking for in computer work stations these days is smooth tech, the ability to simplify the complex and sometimes mind-numbing tasks that are part of their daily lives, according to executives at...
Financial professionals do it. Insurance professionals do it. Actuaries certainly do it. Yet we, as tax and estate planning professionals, all too often recommend techniques and strategies without doing it. And that is risk assessment. Time to...
Estate planners often must make a decision whether to recommend a family limited partnership (FLP) or family limited liability company (FLLC) to achieve the best federal estate tax savings for a client.1 While many considerations impact the choice...
Acharging order only allows a creditor the right to attach distributions rather than allowing a creditor to succeed to all of the ownership rights of a partnership interest. Partnership law with respect to creditor rights and subsequently, limited...
The conventional investment wisdom of going where the growth is would suggest increasing equity allocations to emerging markets. But our research shows that there's little relationship between country-level gross domestic product (GDP) growth and...
Deborah McWhinney's plan to turn Citi's bank brokers into fee-only investment advisors has triggered a mass exodus. But paring down the small bank brokerage unit or farming out wealth management entirely may be McWhinney's master plan.
FINRA shut down Gunn Allen Financial Monday morning for failing to meet net capital requirements. The Tampa-based independent b/d, which has had a history of legal and regulatory trouble, was warned on Friday that it would have to cease operations...
The Certified Financial Planner designation is about to become more challenging to obtain. The Board of Standards this month approved a new prerequisite for its two-day certification exam: a 45-hour capstone course on financial planning. But...
