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The landscape in which all wealth advisors manage trusts and create estate plans is about to be altered dramatically. But those changes may not be the ones everybody is expecting.
Teams are easy to form, but it's another thing all together to make that team function optimally. The most common mistake advisors make is forming a team without doing the proper homework.
BRIEFING 10/ Tax Law Update David A. Handler, partner, and James Thibodeau, associate, in the Chicago office of Kirkland & Ellis LLP, report on: • Estate of Murphy v. United States—Arkansas district court examines valuation, estate inclusion...
Christopher S. Sargent and Pamela Bolanis didn’t take the decision to commit lightly. Indeed, they held countless discussions over a period of two years before forming a financial advisory team together
Perhaps you’re thinking about expanding your family and would like to scale back your hours. Or maybe retirement is in sight, but you’re not quite ready to quit working altogether
Christopher S. Sargent and Pamela Bolanis didn’t take the decision to commit lightly. Indeed, they held countless discussions over a period of two years before forming a financial advisory team together
If having more autonomy, greater alignment with your clients’ interests and potentially keeping a bigger share of the profit appeals to you, becoming an independent advisor might be up your alley