How the Vultures Ate Curian Capital
Curian Capital, one of America's largest TAMPs with $12B in AUM suddenly announced it would shutter at the end of last year.
Recent
Is Rupert Murdoch Insane To Risk $12 Billion On Fourth Marriage?
The 84-year-old media mogul’s surprise engagement to legendary supermodel Jerry Hall raises estate planning questions that go beyond doubts about the wisdom of courting another expensive da
Some Magical Aspects Of Life Insurance
Life insurance is one of the least understood financial products in the world.
Nevada Legislature Allows for Greater Flexibility with Irrevocable Trusts
SB484 was approved by Nevada Governor Brian Sandoval on June 10 and updates several of Nevada’s estate and trust laws. Particularly, SB484 allows Nevada irrevocable trusts greater fle
Good News for Advisors of IRA and Qualified Retirement Plans: Choate’s Bible Now Is Available in the Cloud
It has been estimated that there is over $28 billion in qualified retirement plans (QRPs) and Individual Retirement Accounts (IRAs) for Americans. These arrangements offer tremendous financia
Networking and Tech Gadgets Attract Wealth Advisors to Big ABA Trust Convention This Week
American Bankers Association wealth management and trust conference brings cutting-edge technologies together with the industry’s decision makers under the banner of building stronger clien
The Best and Worst Trust Companies for Advisors in 2015
Now that truly independent trust companies are shaking up the financial landscape, some vendors have hit a strategic wall.
