Trust Planning
Keep up with the latest developments in trust planning to help clients protect their assets for the benefit their heirs.
Wilmington Trust, M&T Bank Agree to Merge
By Michael S. FischerM&T Bank Corp. and Wilmington Trust Corp. have entered into a definitive agreement under which Wilmington Trust will merge with M&T, the two firms announced Monday.
October 01, 2010
The Seven Secrets of a Purposeful LegacyOver the past 10 years, wealth consultant John Warnick of Family Wealth Transitions & Solutions in Denver has evolved a way of helping clients communicate...
September 22, 2010
Westwood Holdings to Buy McCarthy Group AdvisorsWestwood Holdings Group Inc. has reached an agreement to acquire McCarthy Group Advisors LLC, an Omaha-based RIA.
September 03, 2010
ING Redeems Some Auction Rate Preferred SharesING Prime Rate Trust, a closed-end fund, will redeem a portion of the outstanding ARPS at par; declares dividend
August 23, 2010
SMAX Update: Common characteristics of top advisorsBy 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 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 06, 2010
Fiduciary Thinker: Scholar Tamar FrankelOne of Wealth Manager's 50 Top Women in Wealth for 2010, Tamar Frankel has been in demand for decades as a top scholar in fiduciary law