Social Media Referrals: 5 Questions for Advisors Member Login | Sign Up To View Article
When used effectively, social media can represent a boon for wealth managers, offering a way to keep in touch and build relationships with prospects and clients and stay updated on important life deve
Technology’s Impact on the Value of Financial Advice Member Login | Sign Up To View Article
... is the technology good enough to replace guidance from financial advisers? Or is technology actually good for advisers because they can use it to do their jobs better?
Misperception of millennials skews advisors’ strategies Member Login | Sign Up To View Article
Courting millennial investors is a key challenge confronting the financial services sector. Industry professionals on Thursday discussed what these young investors want from their financial services f
Charitable Planning after ATRA: New Planning Ideas for 2014 - Part 2 Member Login | Sign Up To View FSP Content
Richard M. Weber, MBA, CLU®, AEP® (Distinguished) (moderator); Lawrence P. Katzenstein, J.D.; Martin Shenkman, J.D.
Second in a series of four on charitable planning after ATRA.The effects of the American Taxpayer Relief Act on charitable giving planning and what new strategies can be used to achieve clients’ chari
The Journal of Financial Service Professionals
Estate Plans Reconsidered with New Tax Rates Member Login | Sign Up To View FSP Content| Purchase this Article
Dennis Reardon, JD, LLM, CLU, ChFC
When avoiding estate taxation was the primary objective of the trust, the trustee with discretionary control over income might not distribute income to a beneficiary if the income was unlikely to be s