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Financial Planning

Life Insurance Product Suitability, Revisited

Financial Planning

Life Insurance Product Suitability, Revisited Life Insurance Product Suitability, Revisited

In a January 2010 Trusts & Estates article entitled The Estate Planner's Guide to Product Suitability,1 I suggested that it's imperative to have a process for determining the characteristics of a life insurance policy that's well suited for what a client is trying to accomplish and how that client wishes to accomplish it. I then offered some practical guidelines for determining policies' suitability.

byCharles L. Ratner

Apr 1, 2012

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1 Min Read

The Zinn, Ray & Svatora Group (UBS Wealth Management Americas)

Financial Planning

The Zinn, Ray & Svatora Group (UBS Wealth Management Americas)The Zinn, Ray & Svatora Group (UBS Wealth Management Americas)

byJerry Gleeson

Apr 1, 2012

1 Min Read

SRI Wealth Management Group (RBC Wealth Management-U.S.)

Financial Planning

SRI Wealth Management Group (RBC Wealth Management-U.S.)SRI Wealth Management Group (RBC Wealth Management-U.S.)

byJerry Gleeson

Apr 1, 2012

1 Min Read

Financial Planning

Do We Need Protection from Trust Protectors?Do We Need Protection from Trust Protectors?

byJohn T. Brooks, partner in the Chicago office of Foley & Lardner LLP and Gregory F. Monday, partner in the Madison, Wis. office

Mar 28, 2012

1 Min Read

Financial Planning

April is National Financial Literacy Month April is National Financial Literacy Month

byLena S. Rizkallah, principal at Mosaic Consulting in New York and member of the NAEPC Education Foundation Estate & Financial Awareness Committee

Mar 28, 2012

1 Min Read

Financial Planning

Solid as Stone Solid as Stone

byDavid Gaynor, vice president at Pluris Valuation Advisors in New York

Mar 28, 2012

1 Min Read

Financial Planning

Branch Managers Are Key For Aggregator Growth

Branch Managers Are Key For Aggregator Growth

byCharles Paikert

Financial Planning

Management Shakeup at UBS Wealth-Management Americas

Management Shakeup at UBS Wealth-Management Americas

byJohn Aidan Byrne

Financial Planning

Nuggets From Heckerling: Part II

Nuggets From Heckerling: Part II

byMartin M. Shenkman, an attorney in Paramus, N.J., Richard H. Greenberg, a senior partner at Greenberg & Schulman in Woodbridge, N.J. and Glenn A. Henkel, a shareholder in the law firm of Kulzer & DiPadova in Haddonfield, N.J.

Financial Planning

Health Savings Accounts

Health Savings Accounts

byThomas C. Foster, shareholder and director of McCandlish Holton, PC, Richmond, Va.

Financial Planning

Greatest Love of All

Greatest Love of All

byMichael K. Kirsh, Kirsh Financial Services in New York

Financial Planning

Trusts & Estates: Greatest Love of All

Trusts & Estates: Greatest Love of All

byMichael K. Kirsh

Financial Planning

Newfangled Annuities Offer Benefits, Hold Risks

Newfangled Annuities Offer Benefits, Hold Risks

Financial Planning

The Battle for Outsource Supremacy

The Battle for Outsource Supremacy

byCharles Paikert

Financial Planning

Community Banks Betting On Wealth Management

Community Banks Betting On Wealth Management

byCharles Paikert

How to Help Your Clients' Adult Children

Financial Planning

How to Help Your Clients' Adult Children

How to Help Your Clients' Adult Children

byKevin McKinley, Columnist: Generations

Financial Planning

Posthumous Conception

Posthumous Conception

byJohn T. Brooks, partner in the Chicago office of Foley & Lardner LLP and Gregory F. Monday, partner in the Madison, Wis. office

Nuggets From Heckerling: Part I

Financial Planning

Nuggets From Heckerling: Part I

Nuggets From Heckerling: Part I

byMartin M. Shenkman, an attorney in Paramus, N.J., Richard H. Greenberg, a senior partner at Greenberg & Schulman in Woodbridge, N.J. and Glenn A. Henkel, a shareholder in the law firm of Kulzer & DiPadova in Haddonfield, N.J.

Financial Planning

The Family Office Rule

The Family Office Rule

byDavid Guin, partner at Withers Bergman LLP in New York

Obama Budget Showers SEC with Money, SRO Debate Still Strong

Financial Planning

Obama Budget Showers SEC with Money, SRO Debate Still Strong

Obama Budget Showers SEC with Money, SRO Debate Still Strong

DUE DILIGENCE: Obama Budget Showers SEC with Money, SRO Debate Still Strong

Financial Planning

DUE DILIGENCE: Obama Budget Showers SEC with Money, SRO Debate Still Strong

DUE DILIGENCE: Obama Budget Showers SEC with Money, SRO Debate Still Strong

byKristen French

Response to Reader Questions: Yes, Clawback is Real

Financial Planning

Response to Reader Questions: Yes, Clawback is Real

Response to Reader Questions: Yes, Clawback is Real

byMichael J. Jones, Partner

Financial Planning

Three Steps to File a Protective Claim

Three Steps to File a Protective Claim

byJohn T. Brooks, partner in the Chicago office of Foley & Lardner LLP and Gregory F. Monday, partner in the Madison, Wis. office

Financial Planning

Aite Group: What’s in store for 2012

Aite Group: What’s in store for 2012

byJohn Aidan Byrne

Financial Planning

Who’s Afraid of (Gasp!) CLAWBACK?

Who’s Afraid of (Gasp!) CLAWBACK?

byMichael J. Jones, Partner

Financial Planning

The MUPC: A Complete Overhaul of Massachusetts Probate Law

The MUPC: A Complete Overhaul of Massachusetts Probate Law

byTracy A. Craig, partner and chair of the Trusts and Estates Department, Mirick, O'Connell, DeMallie & Lougee, LLP in Worcester, Mass.

Financial Planning

Cheshire Wealth Manager

Cheshire Wealth Manager

byDonald H. Kelley, Attorney

Financial Planning

2012 Wealth Management Preview: Fear and Uncertainty Forcing Rethink of Fees and Pricing

2012 Wealth Management Preview: Fear and Uncertainty Forcing Rethink of Fees and Pricing

byCharles Paikert

Financial Planning

Estate Tax Alternate Valuation Method

Estate Tax Alternate Valuation Method

byNatalie B. Choate, of counsel, Nutter McClennen & Fish, LLP in Boston

One of a Kind

Financial Planning

Practice Management Gurus’ Advice for Tough Times: Target Your Ideal Client

Financial Planning

Practice Management Gurus’ Advice for Tough Times: Target Your Ideal Client

Practice Management Gurus’ Advice for Tough Times: Target Your Ideal Client

byCharles Paikert

Financial Planning

Estate-Planning Professionals: Concerned Yet Optimistic 2011-11-23

Estate-Planning Professionals: Concerned Yet Optimistic

byMatthew T. McClintock, Jonathan A. Mintz

Lockshin Sets Contrarian Strategy for Convergent

Financial Planning

Lockshin Sets Contrarian Strategy for Convergent

Lockshin Sets Contrarian Strategy for Convergent

byCharles Paikert

wedding rings

Financial Planning

A Good Marriage: Life Insurance and Annuities 2011-11-15

A Good Marriage: Life Insurance and Annuities

Liquidity Events Expected to Stimulate San Francisco Wealth Market

Financial Planning

Liquidity Events Expected to Stimulate San Francisco Wealth Market

Liquidity Events Expected to Stimulate San Francisco Wealth Market

byCharles Paikert