Trusts and Estates
Learn which trust is best for which clients, the tax benefits of different estate planning strategies and how to transfer wealth responsibly, as well as estate planning techniques that benefit families with special needs
SMAX Update: Common characteristics of top advisors
By Daniel WilliamsBy the time you're reading this blog, I'll be in sizzling Las Vegas for a week of Senior Market Advisor Expo. A glance at The Weather Channel tells me the thermometer will hit 107 today.
August 23, 2010
High Net Worth Insurer PURE Moves to Another Coastal AreaHigh-net worth insurer Privilege Underwriters Reciprocal Exchange (PURE) is expanding to another state on its way to becoming a national carrier, our sister publication National Underwriter reported Friday, August 20.
August 20, 2010
FPA Announces Oct. 9-12 Annual Conference Keynote SpeakersThe Financial Planning Association has announced the three keynote speakers who will share their global and domestic financial perspectives at the FPA's October 9-12 annual conference.
August 20, 2010
Highmount Capital to Open Amsterdam OfficeHighmount Capital, a multi-family office based in New York and Boston, plans to open an office in Amsterdam by September and to add offices in London and Switzerland over the next year.
August 18, 2010
Actions speak louder than wordsThe 1960 presidential debates between Vice President Nixon and Senator Kennedy were the first nationally televised debates in presidential campaign history.
August 18, 2010
Actions speak louder than wordsThe 1960 presidential debates between Vice President Nixon and Senator Kennedy were the first nationally televised debates in presidential campaign history.
August 18, 2010
MBA Says Mortgage Refinancings at Highest Point in Over a YearThe Federal Reserve's recent decision to keep the U.S. economy on track by buying longer-term Treasury notes already appears to have garnered at least one positive effect: the rate at which homeowners are refinancing their mortgages.
August 16, 2010
Piracy: Not just Shipping Vessels Are at RiskAttacks on cruising yachts are on the rise.