Wealth management

As many single family offices remain concerned about their long-term sustainability, money is pouring into multi-family offices, according to the Family Wealth Alliance.

Ladenburg is making to deal to expand its trust services for its advisors.

Hampered by loan losses, Wilmington Trust Corp. reported a loss in the first quarter, but the company remained positive about its wealth management and corporate client services businesses.

Sarah Libbey, president of the Fidelity Gift Fund, discusses Roth Conversions and the comeback of giving.

Fidelity helped 50 brokers breakaway in the first quarter. The challenge is helping them remain independent.

The gap between advisors and clients when it comes to what each thinks are the risks in retirement is vast.

Acquisitions by independent firms gets back on track after stumbling slightly in 2009.

Brown Brothers Harriman & Co. hopes that by maintaining its localized approach to wealth management it can continue to organically grow its trust business by cross-selling services to its roster of wealthy clients.

Although the idea of restricting grantor retained annuity trusts, or GRATs, had been tossed around previously, estate planners didn’t think it would become a reality.

Brown Brothers Harriman & Co. announced Wednesday it promoted Brett D. Sovine to president and chief executive officer of its trust company.

Chances are that some kind of estate tax will be enacted retroactively for this year, but just in case it isn’t, there’s something advisors may be overlooking.

Victory Capital Management, the asset management arm of KeyCorp's KeyBank, says it is positioned to quickly expand the assets it manages in collective investment trusts.

With the tax deadline approaching, investors are deciding whether to convert from a traditional IRA to a Roth IRA. But before they do, advisors have one more conversion strategy: the “charitable offset” strategy.

Rep-as-advisor managed accounts have been steadily growing in popularity and will continue to do so in the short-term, but Cerulli Associates see growth dampening because of the account’s nondiscretionary nature.

With no estate tax, everything could go to the kids.

Eichelberger hired as trusts and estates partner at Fulbright & Jaworski

Tampa broker-dealer had been facing problems for months.

Where there's a will, there's a way to change it ... at the last minutes.

A new company is promising to shake up the way Americans invest by providing individuals with direct access to institutionally priced mutual funds and other investments.