February 06, 2017

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Featured News

What will the estate tax look like under Trump?

The new president wants to get rid of the tax, but details are sketchy, leaving estate-tax planning in limbo. (More: Estate-tax flux could boost grantor trusts)

Decisions in 3 key areas separate top-performing firms from masses

The following is an excerpt from “The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently” by Mark C. Tibergien and Kim G....

Getting a handle on robo-advisers' returns

Not all digital advice platforms are created equal. But which one ultimately serves your clients best will take a bit more time to tease out. A recent analysis by Condor Capital Management attempted to provide an...

No more excuses for not marketing

If advisers genuinely believe in what they do, what could possibly stop them from feverishly spreading the message?

Mary Beth Franklin2016 tax returns determine 2018 Medicare premiums

High-income surcharge based on new brackets next year

Estate-tax flux could boost grantor trusts

With the federal estate tax in flux, advisers may want to consider planning strategies that afford some measure of flexibility. For example, there's the grantor trust, a common type of irrevocable trust. (More: ...