Estate Tax Battle Heats Up
By Arthur D. PostalTime is running out for efforts to abolish the estate tax.Sen. John Kyl, R-Ariz., a key advocate for repeal, delivered that message here today at ...
May 01, 2006
Quite a GiftLenox Advisors is a multi-office family office based in New York whose advisors act as "personal CFOs" to a roster of high-net-worth clients, 60% to...
May 01, 2006
Pick ThreeIt's not easy to change your broker/dealer. When readers cast their ballot for the magazine's annual Broker/Dealers of the Year honors (voting in June; results...
May 01, 2006
A Planner's PlannerThe best thing about covering financial planning is the planners themselves: the vast majority of planners I've met over the years have been smart, service-oriented,...
May 01, 2006
NumerologyNearly 60% of American millionaire households get investment advice from a professional advisor and more than half of these households have become more conservative in...
May 01, 2006
Advisors Consider P/CAccording to an advisor survey conducted late last year by the Chubb Group, a majority of advisors consider property/casualty coverage or risk management in the...
May 01, 2006
What is the IA Leaders' Council?The Council comprises accomplished advisors who have agreed to share their insights with Investment Advisor readers over the coming year and help guide the editorial...
May 01, 2006
SOX and YouAre you up to speed on Sarbanes-Oxley? That's the law Congress put in place after Wall Street was rocked by the corporate scandals at Enron...