At least two national ad campaigns have been launched this year promoting segments of the financial advisory business, but don’t look for leaders in the broadly diverse industry to collaborate on a unifying campaign a la “Got Milk?” anytime soon...
In theory, working with professional athletes sounds like a wealth manager’s dream come true. The players are famous, have a lot of money and usually need a lot of help. But be careful what you wish for, say veteran observers: working with...
Dramatic new Securities and Exchange Commission (SEC) disclosure requirements will change the way trustees choose and manage financial advisers. These disclosures provide information that trustees may not have been able to cobble together on their...
The federal estate tax is, in a sense, voluntary, because the estate tax charitable deduction allowed under Internal Revenue Code Section 2055(a) can reduce any taxable estate to zero. On the other hand, relatively few estates are now subject to...
