Apr 01, 2012

Parents the world over worry about their children, particularly their ability to have success in their careers. Wealthy parents who plan to pass on their business or financial holdings to their sons and daughters face unique concerns and...

Human Behavior

Mar 30, 2012

Behavioral finance suggests investors are often irrational when it comes to money. Some financial advisors are having great success incorporating the principles of behavioral finance with clients.

Do We Need Protection from Trust Protectors?

Mar 28, 2012

Two experts offer different opinions

Converting a Family Office to a Private Trust Company

Mar 28, 2012

The advantages and disadvantages of this option and how to implement it

April is National Financial Literacy Month

Mar 28, 2012

Here are some ways to celebrate

Solid as Stone

Mar 28, 2012

Family limited partnership circumvents IRC Section 2036 attack

Branch Managers Are Key For Aggregator Growth

Mar 28, 2012

It’s no secret that in the wirehouse world, branch office managers aren’t getting the respect or authority they once enjoyed.

TRUSTS & ESTATES: April is National Financial Literacy Month

Mar 28, 2012

As financial advisors, attorneys, CPAs and estate planning practitioners, we know that the keys to a successful financial future are setting goals and planning. In fact, our businesses depend on guiding individuals and families to help them create...

Management Shakeup at UBS Wealth-Management Americas

Mar 27, 2012

A management shakeup by CEO Bob McCann at the Americas brokerage unit of Swiss bank UBS AG will see two of his top executives assume more direct responsibility over its financial advisors, according to people familiar with the changes.