Proposed legislation could help encourage your clients to consider rolling over 401 (k) plans into retirement annuities. The legislation, Senate bill 2832, would amend the Employee Retirement Income Security Act of 1974, to focus greater awareness...
InKnowVision has a spreadsheet-based software that helps wealth planners look at irrevocable life insurance trusts
If the current economic and investment climate aren’t enough to stimulate conversation with your high net worth clients, you may want to add “estate taxes” to the list of ongoing discussion topics.
Mergers and acquisitions in the wealth management business will bounce back in 2010 as valuations and cash flows pick up with the improving market and economy, experts predict. But buyers and sellers will be more selective than they were during...
