Wealth management

Leona Helmsley, widely regarded as the “Queen of Mean” before she died at age 87 in 2007, left behind a fortune valued by some to be worth $40 to $80 billion. She earmarked twelve million dollars to take care of her dog, Trouble, until the Judge reduced it to a paltry $2 million.

They plan to boost their staff by 30% over the next 12 months, Fidelity finds.

After riding out some choppy storms in the middle and latter part of the last decade, registered independent advisors -- and their clients -- now stand ready to cash in on enormous growth opportunities as long as their willing to embrace new technology and communication mediums.

According to a survey conducted by TD Ameritrade, RIAs reported a 7% increase.

While Whitney Houston was recently admitted to rehab, she has one other big concern that she still has to face - her no-holds-barred court fight with her late father’s widow.

The group is preparing to judge the inaugural Pro Bono Awards while conducting annual evaluation of grant applications

Irvin Feld was a rock-and-roll promoter who purchased “The Greatest Show on Earth” in 1967. He created a promotion company to manage the Ringling Bros. Circus, along with Disney on Ice and monster truck shows, but none of his shows have been as eventful as what’s happened between his two children the last few years.

I hate mixed messages but it seems there is finally some good news on the employment front. According to the Department of Labor this morning, non-farm payroll employment added 244,000 jobs in April, with the private sector seeing job growth of 268,000. While that figure exceeded expectations, the unemployment rate rose to 9%. Some experts explained that increase to the people who weren’t looking for jobs now resuming their job-hunt. …

Carson Wealth Management Group announced Monday it will become an independent RIA in July, but will further expand by added a broker-dealer arm later this year.

Adding a care manager to your estate planning team can benefit both you and your client.

Under the new tax law, married couples have a $10 million estate-tax exclusion-no planning necessary.

Estate plans work great when someone dies—but it's when clients live into old age that planning gets hard.

A defined benefit cash balance plan is ideal for high income business owners.