Wealth Planning

As we were going to press with the March 2008 issue of Trusts & Estates magazine, we received an email from Kevin Matz of White & Case, LLP, who has a piece in that issue entitled "Knight's Decided.

Seems whenever you turn around, another triple–bottom–line company is launched. Unfamiliar with the lingo? "Triple bottom line" is a for-profit business that not only seeks a financial return, but also a social and environmental one. Among the...

You’ve been hearing about the paperless office for years. Yet, it seems the mound of printed matter in a financial-advisory office only continues to grow. But if you can manage to digitize your office, you’ll save big. According to a...

As the wealth-management business gets more complex, and the war for talent and wealthy clients heats up, good, integrated technology systems are becoming more and more important. And wealth managers aren’t too happy with what they’ve...

Deal-making in the wealth management space has been rampant lately, and some wealth management-holding companies and individual RIAs are beginning to see opportunities in Europe. But heading across the pond may not be for everyone.

Actively managed ETFs are ready to hit the market. Industry executives and regulators have been talking about this moment for years, as low-cost, tax-efficient passive ETFs surged in popularity. But it’s looking like final approval for the...

The latest comprehensive study of blockbuster donations confirms what charitable planning advisors know intuitively: Higher education gets the greatest number of mega gifts. Next come health/medical organizations, then arts/cultural groups, with...

There are a few things you can do to help facilitate loans between a client and a family member.

It has been an embarrassing time for most big Wall Street banks. In the third quarter of 2007, NYSE-reporting firms posted their worst quarterly performance on record, collectively amassing $3.8 billion in losses. Of course, their balance sheets...