Planning and Advice

Half of business owners have a transition plan Fallback Image Decorative pattern

Industry

Half of business owners have a transition plan

But the vast majority admit their plans are informal.

By Staff |March 27, 2015

1 min read

Too much generosity can spoil children Fallback Image Decorative pattern

Planning and Advice

Too much generosity can spoil children

Learn how a wealthy couple can get their kids to take financial responsibility

By Suzanne Sharma |March 27, 2015

12 min read

Advisors may have to admit they’re not fiduciaries Fallback Image Decorative pattern

Industry

Advisors may have to admit they’re not fiduciaries

New York City Comptroller Scott M. Stringer is proposing a statewide law requiring financial advisors to disclose whether they put their own financial interests above those of their clients.

By Staff |March 25, 2015

2 min read

How your clients can live the retirement of their dreams Fallback Image Decorative pattern

Planning and Advice

How your clients can live the retirement of their dreams

Few of us aim to starve in our 30s only to splurge in our golden years, or vice versa. How much to save and spend is the eternal question successive generations of retirees ask.

By Camilla Cornell |March 23, 2015

3 min read