The best packages come in unassuming wrapping paper. South Dakota trust laws have the benefits of sealed privacy laws for trusts, no state income tax, no estate tax, asset protection and dynastic trusts features. Quick and to the point article of how the trust statutes of South Dakota.
The Private Asset Management Awards, PAM Awards, recognize and reward those firms working in the financial industry who have successfully serviced high-net-worth individuals in an increasingly complex economic environment. Wealth Advisors Trust Company is the only trust company to be named a finalist for Best Trust Company in America for the past three years. In 2013, Wealth Advisors Trust Company was awarded a Highly Commended which amounts to a 2nd place. PAM 2014 Award Winner
We all like to think we are the biggest and brightest stars in the wealth management universe, but the truth is, there is a lot of competition out there. Much focus is given to adding new clients. However, it is equally important to keep those hard won accounts.
So, how happy are your clients? It is a hard metric to measure with most clients either too afraid or too kind to give true opinions, especially when directly asked by you. According to a 2014 Morningstar study, 55% of investors that were studied considered firing their advisor.
If that statistic didn’t wake you up, it should! So how do you retain your practice’s most prized possessions?
Here are three determining factors from a Spectrum Group study, which surveyed over 1,500 affluent households. (more…)
The best South Dakota trust company is not who you expect.
It's not Citi or Guggenheim, and they're not “too big to fail” after an independent trust company beats them in the ranking of best client trustee service in South Dakota.
At Wealth Advisors Trust Company, we're proud to be ranked #1 in trustee client service per a recent poll that pitted us against finance giants.
Money-center banks and blue-ribbon wealth management complexes are out of favor as investment advisors and family offices seek partners in the trust haven state of South Dakota. Advisors want partners they can count on to keep their clients’ interests in mind. And Wealth Advisors Trust Company is the homegrown South Dakota trust company that leads by example. (more…)
Wealth Advisors Trust Company was recognized by its peers and an independent magazine, PAM, as not only a leader in providing client focused trust services (e.g. SmartIRA) but also claiming the runner position as the second best trust company provider. See the attached article: http://thetrustadvisor.com/tag/smart-ira
An interesting blog post was written from acclaimed writer Dan Solin in the Huffington Post. He discusses how attorney's do not always give clients and financial advisers information that they have choices on corporate trustee selection. It is an easy and efficient read.
The Trusteed IRA rules and applications are clear.
In June 2014, the US Supreme Court (SCOTUS) provided a decision on the case Clark v. Rameker. Financial advisors, estate attorneys and IRA owners have not known how to use this easy estate planning tool.
Prior to Clark v. Rameker, many unanswered questions hung frustratingly about. Nobody had considered a simple approach like an advisor-friendly trustee IRA which we call the SmartIRA.
The US Supreme Court via it's decision around Clark v. Rameker now lays out the process for all advisors and clients. The Trusteed IRA can be a natural and easy solution. (more…)
The team at the Wealth Advisor, the voice of the financial advisor community, based on technology, custodian neutrality, fees, in-house experts and advisor support selected Wealth Advisors Trust Company as a Top Choice for 2020 to provide advisor advisor friendly trust company services to financial advisors.
In this blog post you are going to learn ideas and suggestions to potentially limit the “hit” from Joe Biden’s tax plan. This post will include:
