At some point in their careers nearly all advisors consider a merger or acquisition as part of a growth strategy

How advisors are weathering the market through new approaches to allocation

The feds may soon try to turn wealth advisors into snitches. But first the IRS is offering a deal if taxpayers come clean before Sept. 23, 2009. The world’s financial system is getting tied more tightly together — making it far more...

Philadelphia: "I'm overwhelmed! I feel there is so much that needs to change, but I don't know where to start," said Jerry with a groan. He then proceeded to pose a classic question: "Do you have any suggestions?"

Okay—so, you’ve sold your clients on the potential estate-tax benefit to be achieved with a qualified personal residence trust (QPRT). And you’ve explained that, with a married couple, the benefits can be even greater if each...

Immediate fixed annuities and deferred fixed annuities are finding a growing market in the wake of the financial market meltdown. It’s no wonder. Their guaranteed payout rates are more than 8 percent and 5 percent, respectively at a time...

It’s more than trust accounting. It’s also – a wealth management tool for trust and investment management

In this brutal market, advisors generating less than $300,000 in annual revenue are taking payout cuts and being let go, as wirehouse firms seek to cut costs and improve efficiencies. But many of these advisors are finding homes at independent and...