Letters
Custodian consolidation can be a positive Regarding the Aug. 27 article, “TD-E*Trade merger chatter continues unabated”: Like…
Using philanthropic-planning investment strategies
The about-to-retire and the already retired have at least two things in common: Both want income they can’t outlive, and both want to leave behind a legacy. By employing philanthropic-planning techniques, a forward-thinking adviser can help clients of any age accomplish both goals — often very successfully.
Specter of ‘death tax’ gives old tactic new life
Some financial advisers are relying on an old strategy called a grantor-retained annuity trust to help rich clients who want to pass their assets on to their children free of estate tax.
Cambridge’s founder passes baton
Chief executive Eric Schwartz is handing the title of president to chief operations officer Amy Webber.
NAPFA and Hueler offer retirement products
NAPFA has teamed up with the Hueler to launch a platform that allows fee-only planners to purchase institutionally priced annuities for their clients.
The $50 million men
Last March, Scott Hanson picked up his telephone, listened to an offer and promptly declined it.
James Brown’s estate is a real mess
Poor planning leaves his heirs with unnecessary legal fees and an onerous tax bill The way his terrible estate plan is unraveling, if the late James Brown, the “Godfather of Soul,” could see from wherever he is, he wouldn’t be screaming his most-famous three words: “I feel good.”
New fund eyes India’s infrastructure, demographics
WASHINGTON — Investment opportunities in India are on the rise, as experts predict that the country’s potential lies well beyond customer call centers. Greenwich (Conn.) Advisors LLC recently created an open-end fund that will invest in 25 to 40 Indian companies in a range of industries, including software, banking, infrastructure, retail, pharmaceuticals and real estate.
Tan to take on Barclays’ Hong Kong unit
Barclays has added Aaron Tan as managing director and head of Hong Kong coverage, Finance Asia reported.
ICAP fund manager dies
Robert Lyon, former CEO and CIO of Institutional Capital Corp., died earlier this week at the age of 57.
