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Long-term care (LTC) insurance can be an attractive investment alternative for high-net-worth individuals for two reasons: (1) It has a multi-million dollar upside if extended health care is needed, and (2) there's little or no cost if care...
Although the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 reduced the importance of estate tax planning for many, it didn't obviate the need for estate plans for non-tax reasons such as asset protection...
How do we deal with a client's diminishing capabilities? We need to encourage families to engage in important discussions about allowing an agent to determine when a client's diminished capabilities render her unable to make certain critical...
As practitioners in the world of estate planning and elder law, we're all aware that America's aging population faces countless and challenging legal issues. Beyond our normal scope of expertise, there are a plethora of issues that the elderly...
Robert Jenkins has been appointed president of the Financial Research Corporation, an asset management research and consulting firm. Jenkins previously held positions at Fidelity Management & Research and Fidelity Investments...
There is a theme that seems to repeat itself in the broker/dealer industry: quality advisors join shops that, deliberately or not, peddle bad investments and get caught, and those good advisors suffer for it. We've written about this before, in...
There's a lot of money being thrown into the alternative investment space nowadays. You see the trend reflected in the market capitalizations of exchange-traded products designed to offer returns uncorrelated or negatively correlated to the equity...
When an FA breaks away from his full-service broker/dealer to move to an independent firm, it is the ultimate test of client loyalty. And potential breakaways have gotten more confident that they'll hold onto client assets versus two years ago...
