News Feed

With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.

David Lafferty of Natixis Global Asset Management offers Schwab Impact attendees advice on thinking differently about clients' risk tolerance and debunking myths.

Jim Casey of Integrated Wealth Management offers attendees of Schwab Impact guidance on navigating the complex and ever-changing landscape of financial planning for same-sex couples.

With the equity market rebounding and tax rates increasing, charitable remainder trusts are newly attractive.

Advisors examine their positions with Pimco and debate Bill Gross's influence as October saw a record $27.5 billion in outflows from Total Return Fund.

Income planning can save clients thousands of dollars a year in premium tax credits.

Clients who retire early should consider withdrawing from their 401(k) with an eye toward delaying Social Security; Plus, a new way that 401(k) participants are able to convert their savings into steady retirement income.

Frank Campanale, CEO of Lebenthal Wealth Advisors and a former executive at Smith Barney, spells out the key elements in firm's growth plans and recruiting strategy: brand, equity stakes and passion.

Tax law changes mean advisors need to consider all the potential outcomes when advising clients on donating required minimum distributions to charity.

As clients have become better informed and sophisticated, so too has the asset management industry, with more demanding gatekeepers, a flood of products, competition and tougher regulation forcing firms to demonstrate value and innovate, industry heads say.