Eiffel Tower
France’s Public Register of Trusts to Be Accessible to the Public
May 17, 2016
A decree is signed implementing a law from 2013.
Daughters in Charge: What to Look for in an Advisor
May 17, 2016
 ...
pension plan
One-IRA-Rollover-Per-Year Rule Doesn’t Always Apply
May 16, 2016
IRS Announcement 2014-32 applies to distributions from qualified plan accounts.
Financial Advisors Are Key to Preventing State Escheatment of Assets
Financial Advisors Are Key to Preventing State Escheatment of Assets
May 16, 2016
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...
Wealthfront Partnering With Ascensus for 529 Plans?
May 16, 2016
Is Wealthfront about to crack the 529 college-savings plan market? The website Savingforcollege.com found a public meeting notification from the state of Nevada to “review and approve” the “Wealthfront Private Label Product Agreement between ...
Wealthiest Plan Investors Are Least Satisfied, Most Pessimistic
May 15, 2016
The oldest and wealthiest retirement plan participants are also the most pessimistic about their financial futures...
I Saw Trump's Tax Returns. You Should, Too.
I Saw Trump's Tax Returns. You Should, Too.
May 15, 2016
(Bloomberg View) -- In January, Donald Trump had this to say when he was asked about whether he would release his tax returns: “I have very big returns, as you know, and I have everything all approved and very beautiful and we’ll...
Top Five Traits of Effective Family Philanthropy
Top Five Traits of Effective Family Philanthropy
May 13, 2016
Help clients create a long-lasting legacy.
Load More