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In an effort to attract more financial advisors who have--or would like to have--ultra-high net worth clients, Fidelity Investments is offering them the same high-end services it offers to family offices.
Tread carefully when you help clients decide what to do with their life insurance proceeds after a loved one dies. The use of a “retained asset account,” one of the most popular methods of taking the money, has come under fire by a...
Once the Securities and Exchange Commission officially defines the term “family office” (and it took the first step in that direction yesterday, 12 Oct.), the floodgates may open for registered investment advisors to capture a chunk of...