The Glenmede Trust Company, a Philadelphia-headquartered wealth advisory firm, announced the further development of their focus on the wealth advisory business. As part of their strategy to target the penta-millionaire and ultra high net worth...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Metavante to Purchase Brokat Technologies' U.S. Internet Banking and Brokerage Assets...
Be Cautious About "Stretch IRAs": NASD Regulation NASD Regulation, Inc., has issued an Investor Alert that cautions investors about "stretch IRAs," a new kind of account allowed by recent changes in IRS rules. They are often billed as "estate...
Too Soon for Electronic Rules It’s premature to recommend any specific changes in regulations, policies, guidance or any other aspect of supervision associated with the online delivery of financial services, ABA said in a comment letter to...
OPINION OF THE COURT ALITO, Circuit Judge: Plaintiffs brought suit under the Employee Retirement Income Security Act of 1974 ("ERISA"), 29 U.S.C. S 1001 et seq., as amended by the Retirement Equity Act of 1984 ("REA"), Pub. L. No. 98-397...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item Metavante Launches Wealth Management Consulting Services MILWAUKEE, WI-- Metavante...
Oddlots Random samplings of news affecting the estate planning industry Compiled by Christopher Weems, Associate Editor Send an e-mail with your news item FT. WASHINGTON, Pa., The Coventry Center for Financial Professionals, a pioneer in life...
