Estate Planning

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  As Window Closes, 4 Key Points on Wealth Transfers

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  August 30, 2012

  Because of the time required to design and implement a wealth transfer strategy, don’t let clients wait until the last minute.

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  Romney’s Tax Returns Reveal Lessons on Keeping Wealth in the Family

  By John Sullivan, AdvisorOne  |  August 27, 2012

  The tax returns the Romney camp has released show a number of sophisticated wealth transfer and estate planning strategies that have led to an estimated $100 million fortune now held outside of the estate.

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  Custodians Offer More Trust Services to BDs and RIAs

  By Joyce Hanson, AdvisorOne  |  August 23, 2012

  Enhancements from National Advisors, Pershing and Genworth all highlight a new custodian trend: helping advisors retain trust assets with powerful custody platforms.

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  ArtBanc and NFP Form Alliance to Advise Fine Art Owners

  By Michael S. Fischer  |  August 13, 2012

  Holders of significant collections of paintings, sculpture, photography or jewelry face unique estate planning and tax issues.

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  Genworth Launches Trust Business for Indie Advisors

  By Joyce Hanson, AdvisorOne  |  August 7, 2012

  Advisors worried about losing client assets to corporate trustees seek relationships with firms who will support their primary relationship with clients, says Genworth’s Brad Wheeler.

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  Mercer Brings Its Research to Focus Financial

  By Joyce Hanson, AdvisorOne  |  August 1, 2012

  The deal allows Focus Financial’s partner firms to tap the expertise of Mercer, one of the world’s largest investment and human resources consulting firms.

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  Tiger 21 Expands Peer-to-Peer Feedback Program

  By Michael S. Fischer  |  July 2, 2012

  Tiger 21 has introduced peer-to-peer feedback programs in estate planning, philanthropy, business evaluation and risk management.

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  Striking Generational Differences Found in Wealth Management: U.S. Trust Survey

  By Michael S. Fischer  |  June 19, 2012

  The survey found the youngest generation pragmatic, proactive and disciplined in their approach to investing and wealth management, surpassing Baby Boomers in planning for wealth for themselves and their families.

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  Advisors, Use This Wealth Transfer Strategy While You Can

  By Gavin Morrissey, JD, LLM, Commonwealth Financial  |  June 18, 2012

  The Obama administration’s signals on what’s ahead for taxes in 2013 suggests that wealth managers should take advantage of GRATs now for those clients who need an efficient wealth transfer strategy.

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  5 Misconceptions About Consumers and IRA Rollovers

  By Joyce Hanson, AdvisorOne  |  June 7, 2012

  The IRA rollover market creates a massive opportunity for advisors, according to recent research from McKinsey & Co.