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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
If they haven’t already, financial advisors and wealth managers should take extra steps to protect themselves from client litigation. Though the violent spike in customer arbitration filings in the first quarter of this year has subsided...
In an effort to cut costs, some brokerage firms such as UBS and Morgan Stanley Smith Barney are restructuring their branch office organization and changing the rules about which managers must generate production. Consultants and recruiters are...
