(Bloomberg View) -- Donald Trump has once again made his income and wealth objects of fascination and confusion in the 2016 presidential race -- this time, by filing an updated personal financial disclosure form with the Federal Election...
Client and prospect meetings need to include a review of the estate plan: Does it still work as expected? Is the trust funded? Have beneficiary designations been completed? Did any laws change? Have family or finances changed? How old are the...
Sumner Redstone has the power to remove Viacom Inc (VIAB.O) Chief Executive Philippe Dauman, but not his daughter Shari, from the trust that will control his $40 billion media empire after his incapacitation or death, according to two sources...
Financial advisors (FAs) are a critical link—and often the last line of defense—in a process that brokerage firms, mutual fund companies and other asset custodians are establishing to protect client assets from state claims...