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Buy-sell agreements often play a crucial role in the succession of family businesses. It's therefore essential to structure and fund them properly and to understand how they can help fix estate tax values. The stakes are high for the business...
It seemed like a guaranteed homerun. Eight years ago, Janet Stanzak joined forces with a nearby accounting firm in Minneapolis to launch and run a new wealth-management arm. The firm's eight partners referred clients to the new division, and all...
Times are tight for small-business owners. Not immune to the sub-prime mortgage collapse, many are finding their best sources of capital home equity financing and credit card debt have dried up. Most recently, small-business financial allies like...
Did you think financial advisors would be immune to the sub-prime crisis? Think again. Sure, you've heard that credit markets are tight. Capital is obviously still scarce at the big Wall Street firms, which have collectively written down over $100...
The Roth IRA turns 10 years old in 2008, and chances are that some of your clients are among the 17 million Roth IRA owners who would happily celebrate if a birthday party of sorts were thrown. But you probably have an equal number of clients who...
Long a Favorite of Investors in Europe, structured products are rapidly gaining popularity in the United States. Last year, $114 billion in structured products were issued in the U.S., according to the Structured Products Association. That's a 78...
Kuwait. Singapore. Russia. China. The government investment funds of these countries, and several others, may have saved our financial system from severe shock. Following over $100 billion in write-downs at the country's biggest banks due to bad...
The SEC voted in February to propose changes to the structure of the Form ADV, the disclosure document that all investment advisors must complete. Instead of the current online check-the-box format, investment advisors would be required to create...
One more time: Retail investors your clients are confused about the definition of a financial advisor. That is, they don't understand the difference between a Series 7 registered representative and a Series 65 investment advisor representative...
