Trump Has a Family Foundation. Why Don’t Your Clients?

Nov 29, 2016

There are more than 40,000 active tax-exempt organizations in the U.S. in 2014.

Winter Is Coming for Mass-Market Investors

Nov 29, 2016

A U.K. research firm finds U.S. advisors planning to drop small clients in wake of DOL rule "in an echo of what happened in the U.K." after that country banned certain commissions on advisor-sold funds.

Metallica Bassist Takes Equity Stake in RIA

Nov 23, 2016

Robert Trujillio of Metallica takes a stake in Manhattan West Asset Management, TD Ameritrade adds crowd-sourced earnings estimates to its thinkorswim trading platform and Will Allen pleads guilty to running a Ponzi scheme.

Land of the Free, Home of the Super Rich

Nov 23, 2016

Individual wealth has grown dramatically over the past century all over the world, but America will have to continue to be a workhorse if that trend is to continue.

Credit Suisse Said to Face Tax Probe Over Undeclared Accounts

Nov 22, 2016

The U.S. SEC and IRS are investigating

Cheer Up America, 1,700 Millionaires Are Minted Every Day

Nov 21, 2016

Being a millionaire isn't what it used to be.

How 'Gamification' Can Improve Family Education and Engagement

Nov 21, 2016

Urge clients to consider this powerful form of communication .

Remind Clients of Importance of Updating Estate Plans

Nov 21, 2016

Recent developments trigger need for review.

Trumpeting 10 Year-End Tax Strategies Before They Evaporate

Nov 18, 2016

In light of Donald Trump’s election and his pre-election platform to reduce marginal income tax rates, there are several planning strategies that should be considered as part of your client’s year-end planning. John O. McManus...

Fund Managers Anticipate Trump Bump

Nov 18, 2016

Chaos and uncertainty in the wake of Trump's election could be a boon for hedge funds.