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Waiting for Godot is a classic play in which the protagonists await the arrival of a mysterious problem solver who never arrives. For estate planners and valuation professionals, 2010 was similarly a time for waiting — for tax law resolutions, for...
If you’re selling long-term care insurance to clients, it’s best to stay away from carriers with a history of raising premiums or discontinuing other types of insurance coverage. Several insurers already have raised premiums this year.
Double-digit market returns in 2010 helped boost Americans’ charitable spirit, with top donor advised funds reporting new records in charitable contributions, industry executives report.
“Everybody is feeling better,” said Scott Welch, senior managing director for Fortigent, the Rockville, Md.-based outsourced wealth management platform provider whose 90 client firms have about $45 billion in assets under management. &...
Luminous Capital, the fast growing Los Angeles and Menlo Park-based wealth management firm, is gearing up to open its first office outside California in 2011.