Wealth Planning

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.

Now’s the time to begin discussing new planning strategies with your clients.

Two Trusts & Estates board members share their observations

The ultra-wealthy are still pretty risk averse, according to a recent survey by the Institute for Private Investors, a membership organization for ultra-high-net worth individuals and families. But they may begin increasing allocations to global...

“We’ll probably see, especially now, clients less interested in investments and more interested in managing cash.So [software] solutions that do more than just spit out an investment [idea], but also a debt management and emergency...