1+ week, 14+ hour ago  (62+ words) Think Advisor Why Trusts Matter More Than You Think What You Need To Know - Three-fourths of estate planning professionals surveyed have noticed an increase in such activity. - Trusts help families avoid probate, reduce costs and protect their privacy. - In many…...

1+ week, 17+ hour ago  (41+ words) Think Advisor 4 Ways Advisors Help Clients Manage RMDs Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts....

2+ week, 1+ day ago  (57+ words) Think Advisor Heirs Beware: 42% Spend Inheritance Within a Year, Study Finds What You Need To Know - Give heirs more than one shot at their inheritance, a researcher suggests. - Heirs may avoid inherited "death money" by quickly spending it. - Michael Finke…...

4+ week, 14+ hour ago  (72+ words) Think Advisor How Advisors Can Tap the $25 T Mass Affluent Market: Cerulli What You Need To Know - Households with $100, 000 to $2 million control $25 trillion in financial assets, up from $14 trillion in 2013. - To reach them, advisors need to act early, Cerulli suggests....

1+ mon, 1+ week ago  (43+ words) Think Advisor State Regulators Look for Annuity Suitability Enforcement Ideas Immediate Answers to Critical Tax Questions At Your Fingertips Keep up with the latest tax rules and regulations with weekly, exclusive updates by our Tax Facts experts....

1+ mon, 1+ week ago  (128+ words) Dynasty advisor partners will be able to deliver "deeper, scenario-based guidance at scale," CEO Shirl Penney says. Wealth. com and Dynasty Financial Partners have partnered to embed artificial intelligence-powered estate and tax insights directly within the Dynasty Advisor Portal, the…...

1+ mon, 2+ week ago  (122+ words) The world has been messy enough in recent weeks to prompt many retirement savers to think harder about how well they tolerate risk. Some annuity issuers have been thinking hard about their own appetite for investment-market risk, but some are…...

1+ mon, 3+ week ago  (66+ words) Think Advisor 'Giving While Living' Now Mainstream Among Wealthy Families: Report What You Need To Know - Over half of ultra-high-net-worth clients plan to give away some of their wealth while they're alive, according to a new survey. - Advisors who arranged…...

3+ mon, 2+ week ago  (55+ words) Think Advisor Anticipate your clients tax questions on Social Security, annuities and a range of investment products Go deeper on emerging topics, as well as key firms and thought leaders Keep up with the latest tax rules and regulations with…...