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For Morgan Stanley, doling out IPO shares to clients was a discreet but formulaic business. But with the integration of Smith Barney and an iconoclastic Facebook founder calling the shots, this time may be different.
A bunch of social media services have emerged to help financial services firms comply with regulations and make the most of social networks to build business. They've got big plans for 2012.
Detroit—“We’re in a growth mode, but I know we’re not close to reaching out potential,” Chris explained to me while his partner Dan shifted uncomfortably in his seat. “I think we need to reassess our entire operation, especially our junior...
The typical participants in an estate-planning team include the attorney, certified public accountant (CPA), insurance consultant and wealth manager. The optimal approach is a team effort that coordinates all advisors. But many families need more...
IRS issues new proposed regulations regarding alternate valuation date The Internal Revenue Service has published new proposed Treasury regulations under Internal Revenue Code Section 2032 (REG-112196-07, 76 Fed. Reg. 71491 (Nov. 18, 2011)). Under...
Appeals court reverses $5 million surcharge against trustee of revocable trust A settlor established a revocable trust with his son as trustee, along with a pour-over will. Thereafter, the settlor invested $4 million in his son's company in...
When attorneys draft trust documents, it's important to include maximum flexibility mechanisms to better respond to future tax, societal and beneficiary changes. Despite our clients' and our belief in crystal ball prognosis, these situations...