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Along with directly helping your client with their wealth management planning, you can also help them initiate charitable giving conversations with their families and create a plan for family philanthropy. In fact, studies have shown that when...
To meet growing demand for retirement plan services, HighTower announced Wednesday that it integrated Envestnet Retirement Solutions (ERS) into its technology platform...
Trusts have gained enormous popularity over the last 20 years. The top 1 percent of the wealthy have 38 percent of their investment assets in trusts, and the next 4 percent have 43 percent of their investment assets in trusts.1 This powerful tren...
Clients may have misguided assumptions about what they can do with their policies and education is important in helping them keep their policies in good shape
As 2015 approaches, estate planning and wealth transfer should be top of mind, especially for your high-net worth and ultra-high net worth clients. According to the 2013 U.S. Trust, Insights on Wealth and Worth, there are nearly two million high...