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After studying Capgemini’s recently-released 2011 U.S. Metro Wealth Index, wealth management firms who aren’t doing business in the New York or Houston markets may be asking themselves why not.
Might some of your single clients unknowingly need life insurance? “One typical reason young people (in their 20s and 30s) buy life insurance is to protect their insurability,” says Ronald Klein, assistant vice president at Sun Life...
For single-family offices, a recent Securities and Exchange Commission ruling marked the beginning of an identity crisis writ large–one that will reshape the family office business and may ultimately benefit wealth and asset managers.
The Social Security Administration sends a statement every year to workers that projects their future benefits. Financial planners look at those statements when they project future retirement income—but most are advising clients not to believe...
Talent – or the lack thereof – has long been a top-of-mind issue for wealth management executives. But concern about the topic has become even more pressing as the industry finds itself facing mounting growth, demographic and...
There was an old woman who lived in a shoe Had she planned on giving that shoe (her personal residence) to a charitable remainder unitrust (CRUT) or charitable remainder annuity trust (CRAT) and didn't vacate before funding the trust no income tax...
Financial advisors like to peddle performance, and Talon Asset Management in Chicago is no exception. Senior Principal Terry Diamond says the practice, with about $1.1 billion in assets under management, has seen only three losing years over the...
When planning for charitable gifts, especially those accomplished using strategies that result in the gifts unfolding over an extended time, donors and those advising them need to consider the possibility that the rules on how those gifts are...
