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On Wall Street December 1, 2011 Ann Marsh	All In The Family In this low interest rate environment, some financial planners are advising their clients to cut the middleman out entirely with intra-family loans.
BusinessWeek January 30, 2006 Anne Tergesen	Interest Rates And Your Estate Even small changes can affect what you'll pass along to your heirs, so bear these tips in mind when shopping for trusts.
Commercial Investment Real Estate Nov/Dec 2012 Christopher H. Volk	To Lease or not to Lease? That is the question corporate managers must answer.
Inc. September 2008	Start-Up Capital Survey results about how start-ups obtain funding.
Investment Advisor October 2009 Robert F. Keane	Consider These Advisors should consider GRATs, CLTs, and IDGTs as trusts to offer to their clients.
Investment Advisor February 2007	It's a Matter of Trust Letter to the Editor: The Trust Threat... Not All Trusts Are Created Equally...
Financial Planning December 1, 2012 Ann Marsh	Massive Wealth Transfer: Clients Rush Before Year's End Advisors have been racing to finish what some say is an unprecedented transfer of wealth to descendants because Bush-era tax exemptions may expire at year s end..
On Wall Street January 1, 2013 Mira Fine	Tax Tips for Business Owners What advisors can still do to protect business owners assets even though last year is gone.
Registered Rep. November 1, 2010 Charles Paikert	Upstart M&T Bank Takes Over Venerable Wilmington Trust The wealth management business got a new, but unexpected major player today: M&T Bank Corp. of Buffalo, which has agreed to buy Wilmington Trust Corporation for $351 million.
The Motley Fool July 15, 2005 Roy Lewis	Loans and Family: Do They Mix? Thinking about lending money to a relative? Take a look at these tips first.
Registered Rep. May 1, 2005	13 Percent Percentage of advisors who say they have switched to a wealth management model.
Registered Rep. November 2, 2015 David H. Lenok	A Look Inside The Wealthiest Estate Plans in America How does estate asset allocation change as clients climb the wealth ladder?
Financial Planning May 1, 2013 Scott Wenger	Editor's Note: Real Estate Returns As the housing market rebounds, advisors face new challenges - and many new opportunities
Investment Advisor October 2009 Waddell & Keane	Wealth Matters Advisors like Myra Salzer are not standing pat in helping clients with their estate and tax planning, despite uncertainty over the administration's plans. Here's how your peers are taking action now.
U.S. Banker January 2002 Robert A. Bennett & David Lo	Wills Now Passe, Living Trusts Hip More and more Americans are creating living trusts, giving bankers more opportunities but also increasing their regulatory headaches. Care must be taken to assure that loans to these trusts are ultimately collectable...
Registered Rep. December 1, 2002 Kevin McKinley	First National Bank of Mom and Dad Details that clients need to consider when lending money between generations
Commercial Investment Real Estate Mar/Apr 2012	Capital Markets 2012 Many economic issues converged late last year to slow commercial real estate's recovery.
Financial Planning February 1, 2013 Martin Shenkman	Estate Planning Game Changer This year's tax deal could radically shift the way your clients handle tax and estate issues. Here are some strategies to consider.
Commercial Investment Real Estate Sep/Oct 2013 Jeff Rauth	Follow the Money What are today's most financeable deals? Several market forces currently at work foretell a stronger lending environment in the next 12 to 18 months.
Financial Planning May 1, 2012 Ann Marsh	Real Estate's Rehabilitation Real estate as an asset class is rebuilding its image by providing much needed stability and diversity for investors. With low property prices, cheap financing and yields that are better than most bonds, the attractions are many, despite the inherent downsides.
Financial Planning June 1, 2013 Elizabeth Wine	New Approach for Charitable Trusts Charitable lead annuity trusts have become even more attractive because of a recent U.S. Tax Court ruling.
Financial Advisor January 2004 Grove & Prince	Wealth Management And Advanced Planning Advanced planning is an essential part of the wealth management model, because it can result in more revenue and a deeper understanding of the affluent client
Financial Planning October 1, 2013 Ann Rieder	Connect with Clients' Kids: 5 Steps Is your firm prepared for the transfer of assets from your clients to their heirs?
Investment Advisor October 2009	Changes Job changes, appointments, and promotions: Benjamin Ledyard... Tim Kochis... Duane Thompson... Steve Fadem... Mick Moloney... William Denton... Ben Jackson... Henry Hu... D. Sean McDade... George Keith... Rebecca Smith... Kristine Neuhauser... Lisa Cerchiaro...
Financial Planning September 1, 2006 John J. Bowen	Behind the Buzz Many advisors are "wealth managers" in name only. Here's how to implement the business model in your practice.
Financial Planning December 1, 2012 Martin Shenkman	Estate Planning Nirvana? Self-Settled Trusts Explored Self-settled trusts seem to offer the impossible: They remove assets from an individual's estate while still allowing them to benefit from them.
Financial Planning February 1, 2011 Martin Shenkman	Two-Year Bonus The 2010 Tax Act is the most significant change in the estate-tax system in quite some time. Yet some of the conclusions and a significant part of the advice your clients have read in the media are misleading.
Investment Advisor November 2005 David J. Huber	The IA Soapbox: Is Real Estate Going Ka-Boom? As with any bubble, there will be plenty of opportunity for those that are patient and prudent. Real estate investors, look before you leap. Investing is different than speculating. Advisors need to remind their clients to adhere to the lessons learned from the tech bubble.
Financial Advisor October 2012 Mary Rowland	Tough Choices Financial advisors describe how they are helping clients potentially minimize the bite when taxes go up next year.
Financial Advisor February 2004 Grove & Prince	Learning More About Clients With the Whole Client Model How to find out what you need to know about a financial planning client.
Financial Planning November 1, 2009 John J. Bowen Jr.	Getting the Right Help Financial services firms aren't doing enough to support the transition to wealth management.
Financial Planning September 1, 2012 Martin Shenkman	Helping High Net Worth Clients to Act Before Possible Cut in Tax Exemptions Consider the possibilities and problems dealing with wealthy clients seeking to act before a possible cut in tax exemptions.
Financial Advisor September 2008 Tracey Longo	Laws Of Attraction A firm's ability to navigate trusts can be their calling-card to attract high-net-worth clients.
Commercial Investment Real Estate Jul/Aug 2013 Elizabeth Braman	2013 Midyear Financing Report With an abundance of available capital, the first half of 2013 showed plenty of healthy competition to finance commercial real estate. Will this trend continue?
Commercial Investment Real Estate May/Jun 2013 Jeffrey M. Goodman	A Bridge to Success Interim loans can span the multifamily lending gap.
Commercial Investment Real Estate Sep/Oct 2013 Mary Stark Hood	Real Estate Gifting Realized: Retained Life Estates A retained life interest, or retained life estate as it is commonly called, allows a donor to claim a charitable deduction at the present time for the gift of the remainder value of real property donated to charity.
Financial Advisor July 2006 Robert S. Bridges	Parents As Bankers While they are not for everyone, intrafamily loans have the potential to offer many tax and savings benefits that can help to make the arrangement a significant benefit for wealthy families who choose it.
On Wall Street November 1, 2012 Elizabeth Wine	10 Biggest Estate Planning Mistakes 10 tips to prevent the missteps that cannot always be repaired after the client s death.
Investment Advisor June 2006 I. Jay Safier	Tax Advisor: Transfer Time, Part 1 One of the significant issues that will be faced by retiring baby boomers is how to keep their accumulated wealth within their families. Here is a review of strategies clients can use for transferring wealth.
The Motley Fool April 7, 2011 Anupama Pattanaik	Can M&T Bank on Wilmington? Partnering an ailing trust may pose several challenges for M&T.
Financial Advisor November 2010 Andrew Gluck	Drop Dead Date If you haven't kept up with estate-tax opportunities because they're a complicated mess, now's the time to re-engage.
Entrepreneur May 2005 David Worrell	Bridge the Gap When risks are high and cash needs are immediate, a convertible bridge note provides a solution everyone can live with. For entrepreneurs especially, bridge financing buys time.
Investment Advisor March 2007 Savita Iyer	Uncle Sam May Take His Cut Private annuity trusts lose their luster as the IRS nears a final decision on this estate planning tool.
Financial Advisor September 2006 Tracey Longo	There For The Asking? Some agree banks' loss of investors' trust assets is a financial advisor's gain. Now, for that marketing plan.
Financial Planning August 1, 2008 John J Bowen Jr	Wide-Angle Lens Too many advisors focus almost exclusively on their clients' investments and ignore a number of other important areas.
Financial Planning January 1, 2010 John J. Bowen Jr.	Beyond Investments Your affluent clients want help protecting, enhancing, transferring and donating their wealth. Are you ready to meet their needs?
Financial Planning November 1, 2011 Martin Shenkman	Outcome Pending Many clients won't move forward on tax and estate planning now because of the tremendous uncertainty in Washington over tax laws.
Financial Advisor March 2008 Eric L. Reiner	Protecting The Ranch With the specter of estate tax reform under a new president, here are some ideas to protect your assets.
Commercial Investment Real Estate Jul/Aug 2013 Michael C. Polentz	11 Ways to Finance Commercial Real Estate Energy Retrofits While they understand the benefits, the challenge for most commercial real estate owners and operators is not whether to implement energy efficient retrofits, but rather how to pay for or finance such improvements.
Trusts & Estates May 2002	Think Like A Shrink Understanding Today's High Net Worth... Advisors Should Make a Diagnosis, Then Think About Product... Recognizing the Role of the Family Founder... Understanding the Cultures, Values and Beliefs of the Family... etc.