Peter Carnathan

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  New Hire Roundup: Beale, Kayajanian Join Security Benefit; DOL Picks New ERISA Council Members

  By Marlene Y. Satter, AdvisorOne  |  December 18, 2012

  This week in new hires, Security Benefit welcomed George Beale and Jeffrey Kayajanian, CapWealth named Phoebe Venable president and COO, and the DOL named five new ERISA Advisory Council members.

• On Philanthropy, Is Your Client a Dynast?

  By Lewis Schiff  |  December 1, 2008

  In last month's column, "The Fine Art of Planning with Collectibles," the discussion of valuable collectibles naturally led to the complicated issue of gifting to...

• A Lean, Custom Team for Today

  By Lewis Schiff  |  November 1, 2007

  One of the benefits of multi-disciplinary teams is that they can uncover hidden problems--or details--in a client's financial life. As we saw in last month's...

• The Affluent and Retirement

  By Lewis Schiff  |  September 1, 2007

  In addition to the details of a comprehensive advanced planning strategy, clients may wrestle with such personal challenges as the best way to transfer assets...