President Barack Obama
Obama Urges Social Security Increase in Preview of Campaign Role
Jun 02, 2016
(Bloomberg) -- President Barack Obama on Wednesday called for an increase in Social Security benefits for the elderly as he hit the road with a speech that previewed his role as campaigner-in-chief for Democrats ahead of the November election...
Wealth Managers Should Mind the Digital Gap
May 31, 2016
Wealth managers are maintaining only a tenuous grip on their client bases—and technology, or lack thereof, may be to blame. A recent report by PricewaterhouseCoopers casts light on just how unsatisfied clients are, generally, with the advice t...
Ten Mistakes to Avoid in Managing Assets for Estates
May 31, 2016
The Perils of Outright Distributions and Gifts
The Perils of Outright Distributions and Gifts
May 31, 2016
Murphy’s Law applies itself with surprising vigor in the estate planning field. If your clients are leaving outright, no-strings-attached inheritances or gifts to their beneficiaries, they are practically inviting disaster. But, there&rsquo...
Creating a “Safe Zone” With Family Philanthropy
May 31, 2016
Capital earmarked for charitable giving provides opportunities for healing, growth and empowerment
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