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Financial Advisor
June 2005
Bruce W. Fraser |
The Rush To Dynasty Trusts It remains to be seen whether dynasty trusts will endure. Meantime, they remain a viable way for the wealthy to shield assets over generations, and for financial advisors they can be a lucrative source of fee income.   |
BusinessWeek
January 17, 2005
Anne Tergesen |
Where To Entrust Your Trust? Picking the right location is the key to success in real estate. Now it's also a crucial decision in the sleepy world of trust funds. |
Financial Advisor
October 2004
Gail Liberman |
Advisors Moving Trusts For Cost Savings Like a game of chess, lawyers and wealth advisors are saving their clients money by moving trusts to states with more attractive laws. |
Financial Advisor
September 2009
Cathleen M. Clauson |
Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why. |
Financial Planning
May 1, 2007
John J. Bowen |
Rx for Affluent Physicians Here's how financial advisors can approach the wealth management challenges of one attractive niche market. |
Financial Advisor
July 2004
Jeff Schlegel |
The Asset Protection Boom Interest in asset protection among the affluent has doubled since 2000. |
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.. |
The Motley Fool
May 29, 2009
Selena Maranjian |
Should We All Move to North Dakota? North Dakota is now offering an intriguing alternative to Delaware for incorporation, thanks to some shareholder-friendly laws it passed in 2007 that reportedly help shareholders nominate board members and have a say on executive compensation. |
Registered Rep.
February 1, 2003
Lynn O'Shaughnessy |
Prudence Redefined (Finally) Baby boomers and their parents are expected to pump more money -- and life -- into the trust market over the next decade while the definition of "prudent investing" for trusts continues to evolve in a broker-friendly manner. Brokerages are taking notice -- and so should you. |
Entrepreneur
May 2004
Scott Bernard Nelson |
Trust Me Asset-protection trusts are one way for business owners and wealthy individuals to cover their assets when creditors come knocking. |
Investment Advisor
January 2009
Kara P. Stapleton |
Passing It Along Advisors take note: Despite the market maelstrom that has slashed the value of portfolios left and right, there is still plenty of wealth that is on the brink of being transferred from one generation to another. |
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. |
Financial Advisor
April 2007
Tracey Longo |
Getting A Share Of Trust Assets Trust assets are up for grabs and often are there for the asking, provided financial advisors know the right questions to ask. |
Investment Advisor
January 2007
Bob Clark |
The Trust Threat Financial advisors need to rethink adding trust services to their offerings. |
Financial Advisor
November 2006
Tracey Longo |
Conference Roundup Meeting the demands of baby boomer clients led content at the 8th Annual Financial Advisor Symposium. |
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
December 1, 2006
Marshall Eckblad |
Advisor Pulse According to a recent survey, financial planners may be missing a golden opportunity to establish advisory relationships with their clients' children. |
U.S. Banker
August 2010
Mark W. Olson |
Endangered Species: The State Banking Charter Should state legislatures continue to see value in funding their state bank regulators, the charter in those states would continue to have viability. |
Investment Advisor
February 2007 |
It's a Matter of Trust Letter to the Editor: The Trust Threat... Not All Trusts Are Created Equally... |
Financial Advisor
October 2008 |
Holding On A rising number of people near retirement age are turning to so-called directed trusts to gain control over a certain part of their estates. |
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
November 1, 2007
John J. Bowen |
Advanced Planning Basics Here's an overview of what it means to offer advanced planning -- and how best to provide those services to your clients. |
Investment Advisor
November 2006
Chris Blunt |
Advisors: Natural Facilitators Generations welcome advisors' help in tackling wealth transfer talks. |
Financial Planning
June 1, 2012
Martin Shenkman |
Estate-Tax Minefield The rest of this year promises to be very challenging for planners with wealthy clients. The federal exemptions on gift and estate taxes currently stand at $5.12 million, but they are scheduled to drop to $1 million in 2013 unless lawmakers act. |
Financial Advisor
October 2010
Ben Mattlin |
How To Select Trustees As trusts grow more popular, the need to appoint the right trustees becomes crucial. |
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
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
May 1, 2007
Donald Jay Korn |
Cover Your Assets Proven asset protection vehicles continue to be vital for any planner intent on helping clients shield their wealth. |
Financial Planning
May 1, 2006
Barr & May |
Service, Please! Aging baby boomers have new wealth -- and new advice needs. Is your financial planning business model flexible enough to keep you in the game? |
Registered Rep.
July 1, 2006
Janet Arrowood |
In Search Of Guarantees Consumers are taking a different approach to life insurance lately. While they may invest in stocks as they always have, even as they grow older, they increasingly look to eliminate risk and uncertainty from the life insurance products they buy. |
Financial Planning
March 1, 2008
Stacy Schultz |
Retirement Trouble A recent study, Consumer Wealth, Liquefaction and the Retirement Income Challenge addresses the financial concerns and savings goals of aging baby boomers in the U.S. today. |
U.S. Banker
March 2008
Karen Krebsbach |
Great, Great Grandkids: Until Their Death Do We Part Banks are realizing that the dynasty trust, that multigenerational, flexible, tax-avoidance technique ever more popular in wealth-management circles, is surprisingly well-suited to the kind of long-term trusteeship at which they excel. |
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... |
Financial Advisor
October 2005
David J. Drucker |
Baby Boomers--The Next Chapter Financial advisors don't see boomers significantly changing the planning paradigm, nor posing any threat to their income. |
Wall Street & Technology
March 22, 2005
Maria Santos |
Baby Boomers Provide Retirement Planning Advice For Themselves A recent survey by Chicago-based financial services firm Northern Trust reveals that, while baby boomers are planning for retirement, many are doing the planning without the assistance of professional advisers. |
Financial Advisor
September 2007
Tracey Longo |
Demand For Trusts Explodes Growing sophistication and complexity in people's lives, along with escalating wealth and an aging population, make trusts a necessity for a far wider swath of the U.S. population these days. |
Bank Systems & Technology
April 20, 2010
Penny Crosman |
Baby Boomers Have Realized They Won't Be Able to Retire A Corporate Executive Board survey finds that Baby Boomers are facing harsh economic realities. The research group says banks should offer their boomer customers educational sites to solve holistic financial challenges |
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? |
Financial Advisor
April 2005
Tracey Longo |
How Boomers Will Change Your Firm What will your financial advisory firm look like in 2015? With about 75 million baby boomers retiring, different than than it does now. |
