The Assets: Estate planning

Sanctuary Launches Family Office, Thanks to InnoVise

September 22, 2021No Comments

The new service will be led by InnoVise Family Wealth Advisors managing partner Brian Weiner.

FAs Weigh In: Top Financial Advice Questions from Clients

August 11, 2021No Comments

Advisors share what many of their clients are asking them.

Hungry-to-Learn Teens Turn to Social Media for Financial Education

July 26, 2021No Comments

A Wells Fargo survey shows that teenagers’ interest in investing has been boosted by the frenzy around GameStop as well as the ongoing interest in Bitcoin.

FAs Must Connect with Heirs of Clients to Avoid Getting Fired: Cerulli

July 20, 2021No Comments

Around 70% of heirs don’t retain the advisor who previously managed their inherited wealth, according to the research firm.

UBS Private Wealth Mgmt Adds Practice in Florida

July 15, 2021No Comments

The team has joined from Bernstein Private Wealth Management.

Summit Trail Advisors Adds Practice from Family Office

July 14, 2021No Comments

The 11-person team is composed of four advisors and seven financial planning professionals.

How Clients Can Avoid Becoming Another Britney Spears: FA

July 16, 2021No Comments

Adults should prepare for both the “bad” — such as the artist’s claims her conservatorship is abusive — as well as the “good.”

Bessemer Trust: We Don’t Want Britney Spears Estate Co-Conservator Job

July 2, 20211 Comment(s)Last Comment: July 2, 2021

The wealth management firm, which oversees more than $100 billion in client assets, claims it wasn’t aware that Spears’ controversial conservatorship wasn’t voluntary.

Advisors Weighing Their Clients' Options with Biden’s Tax Proposals

June 10, 2021No Comments

Estate planners and wealth managers believe that some clients may want to pay capital gains in a way that doesn’t trigger the higher rate proposed by the U.S. president.

Advice for Clients Thinking of Escaping California’s High Tax Rates

June 4, 20211 Comment(s)Last Comment: June 2, 2021

More people have left the state over the last decade than moved in, according to a report by real estate broker Redfin.