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Executors of estates of decedents dying last year have a choice: Pay the retroactive estate tax and get a date-of-death basis or opt out and into modified carryover basis. It's not a decision for the faint of heart
Despite increasing turmoil around the world, high-net-worth investors in the U.S. remained confident in the economy and the stock market, according to Phoenix Marketing International’s latest tracking survey.
Wealth managers with family business owners for clients may want to prepare for some rough transitions ahead. A recent PricewaterhouseCoopers survey of more than 1,600 family-owned or managed businesses around the world found that 27 percent...
Reps are turning to index universal life insurance to bridge the risk gap between low-rate permanent life insurance and riskier variable universal life. With variable universal life policies, the cash value is invested, typically in mutual funds.
Long-term care expenses pose one of the greatest risks your clients will face in retirement. And unless your clients are wealthy enough to self-insure against that risk, long-term care insurance (LTCI) is the best way to mitigate it. Trouble is...
Talent development is finally getting its day in the sun within banks’ wealth management departments, a development that many industry experts believe is long overdue.