The nest eggs of high net worth Baby Boomers got clobbered during the financial crisis. Between 2007 and 2008, their investable assets plummeted by 22 percent, to $5.3 trillion, according to recent research by the Corporate Executive Board...
Advisors, take note. IRA rollovers are picking up steam in the U.S., creating an opportunity to expand your share of Baby Boomer assets. Cogent Research plans to release a report next week showing that wealthy investors in the county are holding...
Survey shows that the worst recession since the Great Depression causes foundation giving to drop an unprecedented 8.4 percent in 2009
The House of Representatives has passed, and now the Senate is considering, a bill that would dramatically curtail shorter-term and zeroed-out GRATs
Courts refuse to allow caregivers who married their incapacitated clients to get an elective share of the clients’ estates
UBS's American retail advisory business is still losing client assets. But some see a turnaround this year.
Providers of income securities for retirees and those close to retiring may have their work cut out for them, according to new findings by Cogent Research.
