With the estate tax exclusion being set at $5.25 million per person, it's easy for affluent clients whose estates don't quite hit that level to write off creating estate plans or building trusts. But even those in-between clients benefit from establishing trusts in select scenarios.
LPL's chief executive discusses where the firm stands in key areas such as launching a bank, its technology and regulation. <b>Also: <a href="http://www.investmentnews.com/article/20130819/FREE/130819915">Read more about LPL's tech advances.</a></b>
Central bank "wants to be out" of the bond-buying business but still won't raise rates, according to Pimco's Gross.
Advisers take unique routes to find a meaningful name to carry through the ages.
Most clients have no idea how much their investments and their financial advisers are costing them. As a result, they may unknowingly be putting their retirement at risk.
Today's Breakfast with Benjamin includes: Goldman's stock market call, a closer look at Fed policy, lawyers pick apart Volcker rule, retailers and cyber security, combining IRAs, and how not to ignore your client's wife.
Understanding these five tips &mdash; from strategies to expenses &mdash; will help make you a better investor in liquid alternatives
Claiming strategy triggers benefits for children, spouses and protects your own.
Plus the greatest hedge fund manager of all time lays out the state of the global economy, and more from wealth manager and CNBC commentator Josh Brown
Exchange-traded funds are one way to avoid the high fees charged by the wolves of Wall St.
About 10 million Americans will fork over a bigger slice of their paycheck to Social Security and Medicare taxes this year but Social Security retirement benefits increase by just 1.5%.
Breakfast with Benjamin: Did the Fed make the right move with tapering? We'll know this week. Plus: Hot stocks for cold weather, missing out on the market, consumer sentiment looks bright, office vacancy rates still hurting, and the minimum wage debate.
In speech to fellow economists, Fed chief reflects on eight-year tenure.
Married couples can't double-dip and claim spousal benefits, too.
Today's Breakfast with Benjamin shines a light on the slide in gold and its impact on miners, Volcker rule tweaks, Nasdaq settling its Facebook IPO glitch, the expected drop in oil prices, and quotes to ponder
Gold dropping like a rock. Plus: Taper mania, SAC's Steinberg convicted, big government seen as big bad, investment tips for 2014, and if economists wrote Christmas cards.
What should you be looking for in a potential merger candidate? First, you need to have similar investment styles and fee structures. Beyond that, chemistry and cultural fit are key.
Nicholas Schorsch and RCS Capital Corp. continue their blistering pace of broker-dealer acquisitions, announcing the acquisition of Summit Financial Services Group Inc. for $49 million in cash and stock.
<i>Breakfast with Benjamin:</i> Janet Yellen takes the helm (and the heat). Plus, data breach at Barclays, Pimco's guide to reducing volatility, investing when you're really scared, and investing when you're in love.
Dan Fuss, whose Loomis Sayles Bond Fund is trouncing almost all of its peers, says he's preparing for rising rates and focusing on 'improving credits' by cutting his long-term debt position. He's on the same page as another big bond manager.
