Wealth management

Estate tax reform in 2010 was marked by significant disagreement from both the House and Senate on whether any changes should be temporary or permanent.

According to Wealth-X, the top executives at the ten biggest banks and asset managers on Wall Street have an average net worth of $210 million. Their combined net worth is at least $2.1 billion. Check out the top ten.

Almost every advisor is committing one or more of the seven deadly sins. This is not a reason to beat yourself up, but an opportunity to improve your effectiveness.

In an effort to develop jumpstart its exchange-traded fund business, Russell Investments announced Wednesday it plans to buy U.S. One Inc., a registered investment advisor and ETF provider.

Donors gave to Fidelity’s donor-advised fund in record numbers in 2010 - a sign of the critical role donor-advised funds are playing in charitable giving.

Have you decided that 2011 is the year to become an independent advisor? Tom Nally, a managing director of institutional sales at TD Ameritrade Institutional, gave us 10 of the best tips for going independent.

The possibility that there will a $1 million estate-tax exemption, plus a higher tax rate, in two years makes a compelling case for the wealthy to give money to their family now.

Each year, Janney Capital Markets produces a list of events it deems reasonably likely could shake the markets. Check out the surprises Janney expects could make for a bumpy ride in 2011.

BlackRock’s Bob Doll announced some pretty bullish predictions for the year ahead. But what are the potential upside and downside risks for 2011?

A dire diagnosis will drive many people into an advisor's office, whether to free up cash for treatment, finally confront the need for an estate plan or update an existing one.

What you don't know could negatively affect your clients' benefits.

New state laws pave the way for improved strategies and solutions in trust management.

The key to handling complex issues associated with succession and estate planning is remaining impartial.

For advisors in the bank channel, 2010 was a year of regulatory change, market rebounds and relative uncertainty. It was also a year of creativity, ingenuity and success. Here were some of our top stories from the year that was.

2010 was a year of change and transition on Wall Street. UBS turned to Bob McCann to grow its wealth business, branch managers continued to lead the way, and the best and brightest young advisors continued to shine. Check out the magazine's top stories of the year.

The year of the Flash Crash, debt crises in developed economies and regulatory reform gave financial planners plenty to discuss with their clients. The magazine looked behind these headlines and others to give industry professionals leading-edge insights into how their profession would cope and thrive.

We took a look back at where the industry went right (and where it didn’t), whether it involved wading deeper into social media or missing the mark on CRM systems.

Check out coverage from last year's roundtable

Wealth-X ranks the states with the most ultra-wealthy.

It wants to double its assets under management, currently about $6 billion, over the next five years, according to Wietlisbach. Haverford is seeking to bolster its name recognition beyond the Philadelphia area through an advertising campaign and event sponsorship in cities such as Chicago, Boston, Dallas and Los Angeles.