Why Put Your Faith (and Client Accounts) in Your In-House Trust Bank?

The SEC requires more disclosure of after-tax returns, but the data can be confusing.

Morgan Stanley Survey: Most American Families Not Saving For Children's College

Estate Planning: The Strange Case of the Unmarried Couple

New Page 1 WORRIED ABOUT PAYING FOR YOUR CHILD’S COLLEGE? PRIMEDIA’s Registered Rep Tells Financial Advisors All They Need to Know About 529s; The College Tuition Solution for Parents  New York – February 11, 2002 — &...

Advisors have a new weapon in their fee-boosting arsenal: Individual 401(k) plans. Thanks to a little-known provision of tax legislation passed in June, self-employed individuals can not only create 401(k) accounts for the first time, but they can...

Kevin McKinley was no trust-fund baby. He earned his money the old-fashioned way. At 14, he was a clerk at a paint store. A couple years later, he was hawking mattresses. By 17, he had his first real job, a gofer at Robert W. Baird & Co. in his...

In 2010, when the estate tax is scheduled to go away at least for one year, it is replaced with an insidious carry-over basis system. Tracking tax-basis information for clients will require careful record keeping and revisions in estate-planning...