Nine Common Estate Planning Pitfalls
Oct 07, 2015
An estate plan is a delicate and complex machine that, when working properly, can offer your client a great deal of financial and emotional security as he nears the end of his life. However, like any finely tuned instrument, an estate plan is also...
Lifetime QTIP Trust Basics
Lifetime QTIP Trust Basics
Oct 06, 2015
Estate Planning for couples in a second or later marriage can be tricky
Tax to Become a Major Priority for Asset Managers By 2020
Tax to Become a Major Priority for Asset Managers By 2020
Oct 06, 2015
With global assets under management predicted to grow to more than $100 trillion by 2020, asset managers will become more influential and, as a result, will attract increased scrutiny from tax authorities and clients alike. According to a rece...
The Career Cost Of Caregiving
The Career Cost Of Caregiving
Oct 05, 2015
Good help is hard to find. | Copyright Justin Sullivan, Getty Images According to a Genworth study, half of the 1,200 caregivers surveyed said providing care for loved ones took a significant toll on their careers, and 11 percent said they...
Ty Cobb: An Unlikely Philanthropist
Ty Cobb: An Unlikely Philanthropist
Oct 02, 2015
Advisors can learn a lesson from his contradictions
How Advisors Can Avoid the High Net Worth-Only Trap
How Advisors Can Avoid the High Net Worth-Only Trap
Oct 01, 2015
Advisors need to provide the high-quality client experiences younger investors expect, but do so in very efficient ways.
Ten Estate and Succession Planning Predictions For Empire Season Two
Sep 30, 2015
Daughters in Charge Podcast: Managing Personal and Business Challenges
Sep 30, 2015
Theme: How establishing a structure can help you manage personal and business challenges ...
Don't Just Say No
Don't Just Say No
Sep 28, 2015
We'll take the middle one. | Copyright Matt Cardy, Getty Images Investment advice is more than telling your clients "no" to those supposed big-ticket money pits like buying a boat or installing a pool at their homes. It's about understandi...
Rihanna "Hot" Because "Not Too Dark" - Family Office
Rihanna "Hot" Because "Not Too Dark" - Family Office
Sep 23, 2015
We're color blind. | Copyright Neilson Barnard, Getty Images Recent court papers allege that Flynn Family Office, a Manhattan-based financial firm with a number of celebrity clients, fostered an environment of racism and sexism, according ...
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