3+ mon, 3+ week ago   (373+ words) Advisor Group or Sanctuary Wealth. “This is different in that it’s the custodian itself that’s going to be...interests, Judge said. Could it lead to a situation in which affiliated advisors are prioritized over outside...others this week. Both firms…...

5+ mon, 1+ week ago   (426+ words) situations look different: “It’s very normal for folks in the child-free world to have a much more dynamic life, which needs to be reflected in their financial plans,” Zigmont said. “They change...spending amounts than a childless couple can afford…...

1+ mon, 3+ week ago   (301+ words) to hold medical power of attorney. Gen Xers are in the worst shape when it comes to estate planning,...while 19% want both involved. A welcome downturn in energy prices last month has reversed in July. They can result in many…...

3+ mon, 3+ week ago   (397+ words) inheritance. There’s a whole bunch of money changing hands in the coming years, but how can advisors help their...have inherited their parents’ wealth? “We’re maybe in the bottom of the first inning,” she said. “I don’t...Another way to…...

5+ mon, 6+ day ago   (475+ words) savvy financial advisors (and the clients themselves in many cases) overlook these dynamics. Instead, they...question: How much wealth would you like transferred in one lump sum at death and how much spread over time?...Financial professionals are recommending staying…...

2+ day, 21+ hour ago   (382+ words) ongoing process that has to keep pace with changes in the law, a family’s wealth, relationships, tax circumstances...focus on accumulation, but protection also matters in a holistic plan. The financial planning tools advisors...