Results for "estate planning"

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Smart beta, by any other name, is still smart

August 28, 2014

Smart beta, the marketing gimmick that is sweeping across the ETF space. And for good reason. Unable to kill smart beta, critics love to hate it When it comes to active portfolio management, most investors are giving up gains to fees. A bad...

The Fed should raise rates, but it won't

August 25, 2014

When the Fed is likely to raise rates and when the Fed should raise rates are necessarily the same. Don't hold your breath for higher rates anytime soon The thirst for diversification is driving more financial advisers to options investing....

Delaware becomes first state to enact digital assets law

August 22, 2014

Delaware Governor Jack Markell this month signed a bill that would grant fiduciaries wide access to the digital assets and accounts of incapacitated or deceased individuals. Gov. Markell signed Delaware's House Bill 345 on Aug. 12. Entitled...

What's next for Robin Williams' family?

August 19, 2014

The initial shock of Robin Williams' tragic death is giving way to reflections of his memory and legacy. Many people are also asking what happens next for his family, and what shape was the estate in that he left behind. Mr. Williams was survived...

Adviser movement heats up the dog days of summer

August 15, 2014

It was a week of departures in the adviser space. LPL Financial saw more high-level turnover as its chief market strategist, Jeffrey Kleintop, heads to the Charles Schwab Corp. Firms' ability to tell when one of their brokers is on the verge...

Publication of Robin Williams' trusts highlights privacy concerns

August 14, 2014

One key estate and trust lessons is in store in light of the late Robin Williams' trust documents ending up all over the Internet: Privacy is everything. News of Mr. Williams' death at age 63 hit the web Monday evening. It didn't take long for...

What last week's junk bond selloff means for stocks

August 11, 2014

Why last week's junk bond selloff could be a sign of trouble for stocks. Antiquated trading system exposes risks Morningstar advises going back to the basics with bond funds, points out some weaknesses in popular nontraditional bond funds. Bank...

Advisers beware: Corporate inversions could mean higher tax bills for your clients

August 4, 2014

The recent phenomenon of corporate inversions — a tactic wherein U.S.-based companies merge with foreign companies to take advantage of lower corporate taxes — means advisers and attorneys need to be vigilant about potential higher taxes...

Traditional advisory firm hammers out deal with robo-adviser

August 1, 2014

As more advisers adopt online strategies to stay competitive in a changing market, a new deal struck between a traditional advisory firm and a Silicon Valley robo-adviser highlights how technology is disrupting the industry. Redhawk Wealth Advisors,...

Donald Sterling's battle holds harsh lessons for advisers

July 30, 2014

Donald Sterling has emerged from probate court, heralding not only the impending sale of the Los Angeles Clippers professional basketball franchise but also bringing some harsh tax and estate planning lessons for advisers. Mr. Sterling, 80,...

The way you think about contingency planning is about to change

July 23, 2014

Let's face it, drafting a contingency plan that allows your practice to go on without you isn't fun — or easy. If it were, more than 20% of financial advisers might actually have an executable contingency in place. On July 28, the way you...

The latest wrinkle in estate planning: Digital assets

July 20, 2014

Few people are able to monetize the time they spend cultivating photos on their Pinterest accounts, but commercial pilot Dan Ashbach knew he was sitting on a gold mine when he attracted more than 1 million web followers and marketing companies...

Charitable giving bolstered by improving economy

July 15, 2014

Numbers for Schwab Charitable, a national donor-advised fund where investors receive immediate tax benefits but make grants over time to their chosen charities, has grown tremendously during its fiscal year 2014. Individuals granted out $822...

Carl Icahn advises caution in the equity markets

July 11, 2014

Carl Icahn used yesterday's market reaction to Portugal's banking crisis to remind investors that stocks are in risky territory. When the billionaires get nervous, take notice. 'I'm very selective about companies I purchase' Low-volatility and...

Clintons shine spotlight on tax strategy that splits a house in two

June 27, 2014

An oldie-but-goodie tax strategy is back in the limelight thanks to the Clintons' much-publicized attempts to soften the blow of estate and gift taxes. The qualified personal residence trust is back. Bill and Hillary Clinton are making headlines...

Barclays in the hot seat over charges it courted high-frequency traders

June 26, 2014

Barclays discovers the dark side of dark pools. Investors react to charges that the international banking conglomerate favored high-frequency traders. Disclosing details to ensure aggressive trading strategies were effective The looming 401(k)...

Sting and other wealthy celebrities don't want money to ruin their kids

June 23, 2014

Rock musician Sting yesterday joined a chorus of wealthy people such as Warren Buffett who don't want affluence to ruin their kids' chances at a fulfilling life. He told the Daily Mail, a British news outlet, that he worries that too large an...

Family feuds are complicated by wealth

June 20, 2014

Turns out there’s proof that money doesn’t solve all problems. Family dynamics and complex financial circumstances are often complicated by increased wealth, the 2014 U.S. Trust Insights on Wealth and Worth survey found. “We would argue...

How gay couples can act on Social Security benefits now

June 19, 2014

As the number of states that recognize gay marriage continues to grow, it is important for financial advisers to be aware of the Social Security benefits that may be available to clients now or in the future. Since the Supreme Court struck down...

Clintons jump through financial planning loopholes to dodge estate taxes they support

June 17, 2014

Bill and Hillary Clinton write the book on how to shrink the size of an estate for tax-saving purposes. These are the same Clintons who support estate taxes for everyone else. Awkward. Financial planning strategies benefitting the top 1% Commission-hungry...

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