Picking, choosing or selecting a trustee is a pain in the neck. You have to think about who, when and what. Not for today or next week but way into the future. Ugh! What does a trustee do again? Asking a few right questions can make or break the trustee decision. Read more.
Former Treas. Sec. Larry Summers is warning that newly signed tax and budget legislation poses threat to long-term fiscal stability of the U.S.
Focus Partners differentiates itself from traditional TAMPs by offering comprehensive planning support, advanced client service, and specialized skill that aims to help independent advisors scale their practices and win ultra-high-net-worth relationships without expanding internal staff.