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Workers want planning help from employers
NEW YORK — Workers know they need financial planning, and they are looking at their employers to guide them to sound decisions, according to a study from Ameriprise Financial Inc. in Minneapolis.
Workers to bosses: chip in on planning
Workers know they have to save for retirement, but they’re lost without financial planning, a study found.
In asset allocation strategies, the ‘dividing line’ is home equity
As ripples from the imploding subprime-mortgage market spread across the broader home lending industry, financial advisers might have to start helping clients reposition their mortgage and home equity exposure.
Fate of estate tax worries planning lawyers
WASHINGTON — Estate planning lawyers are increasingly worried that Congress may not act on estate tax reform before the estate tax repeal expires at the end of 2010.
Coby Brooks challenges widows’ bid for elective share of Hooters fortune
Coby Brooks, the son of the late founder and owner of the Hooters restaurant chain, is in an estate battle with his father's widow, arguing that a commonly used estate law is unconstitutional.
Mickey Mouse collector bucks ‘luxury’ trend
NEW YORK — Most clients’ collections are a labor of love and not a quest for investment returns, according to financial advisers with collector clients.
Third wife prevails over adult kids in estate suit
In a case that married dry-as-dust estate-planning issues with “Dallas”-like squabbling among wealthy family members, a Texas court has decided that King Ranch heir B.K. Johnson had all his faculties when he drew up his last will and that his widow and third wife didn’t manipulate him into excluding his children.
Where there’s no will, there is a way
CHICAGO — Financial advisers are crafting new strategies to convince clients to complete their wills and estate plans.
CFA Institute faces trademark battle in India
A long-running trademark battle is threatening to derail the expansion of the CFA Institute in what has become one of the fastest-growing markets for financial planning professionals.
End pensions for congressional felons
With all due respect to President John F. Kennedy, it is time to ask what our country can…
