An ideal time to talk to children | Guillermo Lobo/iStock/Thinkstock
According to a Visa survey, children in the U.S. this year receive an average of $3.19 per tooth from the Tooth Fairy, a 24-cent drop from 2014. Younger children, who can...
Regulators teamed up on Thursday to sue two pension companies and three individual managers for allegedly misleading consumers about the costs and risks associated with taking advanced loans on their pensions...
Deliberate thought on what your client’s POA should say concerning gifts is vital to his financial security and accomplishing his planning goals
The life settlement market continues to evolve as is it becomes a critical part of a growing strategy for clients to liquidate assets in favor of better-performing financial products. Changes are all positive for advisors and wealth managers...
The latest fight has been settled. | Evening Standard/Getty Images
Another example of what happens when the wealthy die without a will: The latest in a long line of conflicts among the surviving members of Jimi Hendrix’s family settled out...
An end to a tax shelter scheme?