Research / WMIQ

The death tax repeal sunsets in 2011. What should your clients tell their families?

Salt Lake City, UT – October 28, 2008 – SunGard has enhanced the financial planning capabilities of its WealthStation wealth management platform to help firms attract, service and grow client relationships. New capabilities of WealthStation...

New York, (October 21, 2008) – Despite current market volatility, the coming year represents a significant opportunity for asset management and insurance companies that are not afraid to invest in their distribution team, according to kasina...

If you are an advisor at Merrill Lynch or Wachovia, you’re wondering what your retention bonus is going to be.

Are your clients’ variable annuity contracts properly titled? There is reason for concern.

Keypoint, a leading independent accounting and advisory services firm based in Bahrain and Ogier, one of the largest providers of offshore legal and fiduciary services have joined forces to create a new professional services firm in Bahrain.

New York: "It's been a real rough month," sighed Jeremy, "We've all been taking incoming calls non-stop, from the time we arrive in the morning until we leave at night.