We offer a curated collection of updates, insights, and practical tools designed to keep advisors and attorneys informed in a rapidly evolving fiduciary landscape. From changes in trust law and regulatory developments to best practices in administration and planning, this section provides clear, actionable information that supports your work and strengthens client outcomes.
Most financial advisors and clients are well aware of what directed trusts can do for them — mainly, provide flexibility on management of trust assets. There is a lot of 'noise' about directed trusts and explaining the hows, whys, why nots etc. is important for all to know. The critical thing to keep in mind […]
Creating a trust requires people to surrender control of that wealth to someone else. For those who worked hard for the money or simply withstood the temptation to spend every dollar, handing the assets over to the trustee represents a tremendous leap of faith. Agency trustee services solves that problem.
The dirty business of asset management is an open secret. Asset management firms research, buy, and sell marketable securities. Financial planners and wealth management firms allocate investors money to asset management firms. Asset management firms, like BlackRock, grow revenue every year. Clients' must know more about the dirty business of asset management. Generally speaking, financial […]
The Wealth Advisor, the voice of the financial advisor community, has announced Wealth Advisors Trust as one of their top picks for advisor-friendly trust companies for 2018. As the financial world lurches up and down, progress continues in the trust industry. With vision and an advisor focus, independent trust companies continue to unseat the traditional trust […]
Recently, we had a silly dispute on our weekly marketing call, Advisor vs Adviser, that sent us down a rabbit hole. It started with an argument on whether or not our recent email had spelling errors. "Pretty sure its ER" "It says OR in the company name, it's OR" "Google says its ER" panic. This […]
Monday, President Trump's nominee for the new Fed Chairman Jerome Powell exceeded expectations from investors. If confirmed, Jerome Powell replaces Janet Yellen as the new Federal Reserve Chairman. The markets expect a smooth path to Mr. Powell's nomination. The direction of interest rates, asset values, and financial regulation rest with new Fed Chairman Jerome Powell. […]
Kids that code do not have a sure-thing future. However, over the past 15 years, parents have really pushed their kids to learn how to code. Unfortunately, parents who believe coding is the future are driving through the rearview mirror and asking the wrong questions. To summarize, some parents believe coding skills will lead their […]
In this blog post, I will walk you through the process step by step through picking a trustee with a few little surprises so you can choose the right one.
The recent tax reform proposal, introduced yesterday, has both some pretty big winners and losers. In the first place, the bill, Tax Cuts and Jobs Act, is 429 pages and surprisingly lean. Of course, this kicks off the negotiations with both sides of the aisle and special interest groups.
Millennials will challenge you. This is a good thing. If you don't adapt to different generations, wants and needs, you have a fuzzy problem. Traditional companies have a hard time marketing to millennials and Gen Z-ers. In our opinion, we believe corporate America generally misses the mark on how to market and to service these […]
