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Adding a care manager to your estate planning team can benefit both you and your client.
May 1 -
Under the new tax law, married couples have a $10 million estate-tax exclusion-no planning necessary.
May 1 -
Rob Taylor explains why Oakmark International is sticking with Japan after a devastating earthquake, tsunami and nuclear crisis.
May 1 -
The digital world is creating wired clients who need the personal touch more than ever.
May 1 -
Scott Wenger, an award-winning journalist with more than two decades of experience, is editor-in-chief.
May 1 -
The equity markets might have been topsy-turvy in the first quarter, but mutual fund investors stuck to a small- and midsize game plan.
May 1 -
Clients looking for diversification have new options in currency funds, ETFs and ETNs.
May 1 -
Under-the-radar stocks from countries not widely followed by analysts pose risks-but potentially offer growth-driven returns.
May 1 -
When geopolitical flash points explode, advisors need to help their clients stay focused and make informed decisions.
May 1 -
Trouble in frontier markets has some planners shifting direction, recalculating whether the rewards will be worth the risks.
May 1
