Wealth Planning

For years, advisors have gone blissfully along in their planning for families and business owners, devising wonderfully helpful trusts and solving liquidity needs with the use of life insurance. Often these techniques are combined, especially in...

At some point in the life of a private foundation (PF), it may be advantageous to transfer most or all of its assets to one or more other PFs. The most common reasons are to enable a PF's board members with incompatible objectives to pursue their...

Most people would like some life insurance. Problem is, no one really wants to pay for it. So, since the beginning of time, life insurance professionals have sought creative sources to pay for premiums, the brass ring being to find money that is...

Registered investment advisors, broker-dealers and hedge funds are spending more money on compliance software than ever before. This according to a report released on Tuesday by research firm Celent, which predicts that the U.S. wealth management...

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You’ve heard it a million times. There are lots of folks who are simply not prepared for retirement. But there’s an added complication for married couples: husbands and wives often have very different outlooks on, and expectations for...

Now that most people have put their tax returns in the mail (or applied for extensions), it’s interesting to take a look at who is paying the lion’s share of taxes in the United States. We here at Registered Rep. try to avoid politics ...

It’s not exactly ground breaking news that Americans have a major retirement and savings problem. But next month, a group of Wall Street executives will meet with leaders in Washington D.C. to discuss a game plan to address those problems&...

There is no greater success for a wealth manager than rapidly reeling in new high-net-worth clients and winning a bigger share of those wealthy client’s wallets. But managing booming growth in a wealth management practice, or any business...