Wealth Planning

Taxpayers with accounts abroad won’t be able to hide much longer

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A huge demand among mass affluent investors for retirement income products is building, but industry response to the trend is still in its infancy, the author of a new Aite Group report on the subject says. Greg Cherry, a senior analyst at Aite’s...

WealthCounsel and Trusts & Estates unveiled the preliminary results of their annual electronic survey to identify trends in the industry and to probe the mindset of professional advisors regarding the impact of the economy on their clients...

An ABA ethics opinion narrows the “no contact” rule for lawyers advising clients about communications with other parties

Here’s a sneak peak at some of the preliminary results of the WealthCounsel and Trusts & Estates’ electronic Fifth Annual Industry Trends Survey regarding the nation's economy and industry growth