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To opt or not to opt, that is the question. Shakespeare's Hamlet may have most perfectly stated what estate tax practitioners are being asked when providing guidance under the 2010 estate tax regime. While Hamlet questioned the relative value of...
Most executors know that there need not be estate tax for decedents dying in 2010. Therefore, many executors believe that the estate administration process is easy, as in, No estate tax, no action. Wrong and scary. We recently had an estate of...
Corporations around the world responded aggressively to the global recession and financial crisis, clamping down on spending and hoarding massive piles of cash. In the United States, where cost-cutting was especially dramatic, nonfinancial firms...
Last summer, one of our clients in his mid-forties died unexpectedly, before we were able to finish helping him with his wealth transfer planning. He was a New York resident and was survived by his wife and two young children. The decedent's...
The last decade has seen both the tech wreck and the housing bubble burst, leaving greater skepticism about financial institutions and a deeper interest in identifying “bubbles” amongst both the professional and investing public...
As long-time readers know, we've been conducting a financial advisor satisfaction survey how FAs really feel about their firms for 19 years. With the rise of the independent broker/dealer, we thought we'd take the pulse of how independent...
Rep. TV, the magazine's video source for financial advisors, now features in-house video interviews with industry experts who stop by Registered Rep.'s editorial offices. Stay tuned for more of these videos going forward
Shares of LinkedIn (LNKD) rose 109 percent from the offering price of $45 per share on their first day of trading, May 19, making it the third-best performing IPO of the current bull market and the fifth-best performing IPO since 2001.
Younger investors, we were told, lost their taste for equities after getting beaten up by two recessions in the past 10 years. But new data from Vanguard suggest that Gen Y's aversion to risk may be overstated. The company found that in the...
Partners Fillip Gershon and David Wren of Safe Harbor Financial are hoping to lure wirehouse advisors to the independent side of the business. Who isn't? The two recently expanded their office space in Wall, N.J., from four to nine offices and...
