See the latest roadmap on wealth planning strategies for charitable donations, insurance, charity and more.
For more wealth planning news subscribe to the free Estate Planner e-newsletter, delivered weekly. Join today.
(Bloomberg) -- More than a thousand former Bernard Madoff customers were dealt a blow in their fight to keep $875 million in fake profit from the con man’s Ponzi scheme out of the hands of a trustee unwinding his firm...
Proponents of liquid alternatives (alts) build a strong case for including these assets in defined contribution (DC) plans either as part of a custom solution or as an individual option. Neuberger Berman’s David Kupperman and Scott Kilgallen...
An advisor’s firsthand account of what it feels like to lose a dear client in the worst possible sense—death—and then watch their family abandon over a decade’s worth of thoughtful financial work by choosing another advisor thereafter.