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Envestnet President Bill Crager talks about the recent string of rapid acquisitions among outsource service providers, the appeal of the high net worth space and how Unified Managed Accounts are poised to change the industry.
Saving for retirement, and using a financial advisor to provide help in planning for the golden years, are a low priority for American workers, an annual survey by the Employee
Benefit Research Institute says today.
How big a task did John Taft, head of RBC Wealth Management in the U.S., take on when he decided to write a book about the need for greater responsibility on post-financial crisis Wall Street?
You have a client who participates in a defined benefit pension plan at work. She's near retirement, and needs to make a decision: take the money as a lump sum, or receive a monthly lifetime annuity-style payment? What advice should you give?
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Bruised by the financial crisis and continued low-interest rates, community banks are taking another look at wealth management to bolster their business. Can they make it work this time?
As clients, attorneys and advisors were just getting comfortable with the beneficiary defective inheritor's trust (BDIT), certain practitioners have attempted to extend its use and structure. Many of these attempted extensions, referred to in...
In certain circumstances, trustees may want to change the terms of an irrevocable trust. This can be accomplished by decanting, which typically refers to a pour over of funds from one trust to another, usually with different terms, through a...
Since 1892, the Uniform Law Commission (ULC) has provided states with non-partisan, well-conceived and well-drafted legislation. The ULC is working on a number of issues affecting estate-planning practitioners. Here's a round-up of some of...
