Aug 01, 2010

Gregory Salsbury, executive v.p. of Jackson National Life Distributors and author of the recently released book, "Retirementology: Rethinking the American Dream in a New Economy."

A Question of Value

Aug 01, 2010

The current economic climate and the financial upheaval of the last two years have many wealth owners taking a step back and re-evaluating the processes and resources they use to manage their wealth. They're paying more attention to the wealth...

The Social Security Flip

Aug 01, 2010

Repaying your Social Security and then refiling for benefits can be a winning strategy, netting you a better return than investment in a CD or an immediate annuity would.

Taxpayer Achieves Victory in an Audit of Personal Residence Trust

Jul 28, 2010

The IRS allows a swap of a residence for a promissory note in a pre-effective date PRT

The Future of Philanthropy

Jul 28, 2010

New report stresses that those donors, private foundations and community foundations engaging in philanthropy must “act bigger” and “adapt better” in the future

UBS Brokerage Unit Turning the Corner?

Jul 28, 2010

The "turning point" in client fund outflows is about to appear for UBS Wealth Management Americas, UBS Chief Financial Officer, John Cryan, said today, as the brokerage business of the Swiss banking giant showed an underlying profitability of $72...

Gucci Out-Guess[ed]?

Jul 21, 2010

Court rules that attorney-client privilege doesn’t apply to emails sent by inactive State Bar member

For 401k Advisors, Comp Models Must Change

Jul 08, 2010

New regulation under ERISA section 408(b)(2) is expected to be released in the fall of 2010 and take effect in 2011. One key consequence of these regulations is level pricing for financial advisers (FAs) who provide services to 401(k) plans.