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Despite Congress’ eleventh-hour move in December to head off sharply higher estate taxes, confusion remains over the future of the levies. The tax revisions lawmakers made at the end of last year set a maximum rate of 35 percent with a $5...
Multi-family offices have a tantalizing window of opportunity to meet a surge of demand by wealthy families looking for a primary provider of investment, planning and administrative services, according to Jamie McLaughlin, a veteran industry...
Larry Swedroe calls it the Holy Grail—the search for managers who can deliver returns that beat the appropriate risk-adjusted benchmarks. And it’s “a fool’s errand,” he adds; he spends much of his new book, The Quest for Alpha (John Wiley & Sons)...
A whole lot of money should change hands in the next few years, as inheritances get passed down to the next generation, according to the Institute For Preparing Heirs. The industry buzz word for this: intergenerational wealth transfer. Today...
Broker/dealer executives who speak at their national conventions often aim for a tone that rallies the troops, and the Raymond James Financial Services conference in Las Vegas this week followed the pattern—with one surprising exception...
