The IUL marketing insurance companies sell the agents, who in turn, sell the public, doesn’t sit well with me.
I’ve never once received a donation from a DAF. People in my line of work rarely attempt to approach DAFs because they’re perceived as a dead end.
A bipartisan 'Dear Colleague' letter from members of the Ways and Means Committee highlights the effectiveness of donor-advised funds.
For many HNW clients, an additional passport is like a nontraditional insurance policy that’s better to have and not need, than need and not have.
Tax season is gearing up to be a major headache for financial professionals.
Pre-merger SPACs actually can be one of the safest investments in a portfolio by capitalizing on their fixed income nature, rather than their high-flying risk-reward attributes.
Does it really matter that a billionaire hasn’t disclosed the recipient of history’s second-largest charitable gift?
Former Denver Broncos owner Pat Bowlen left ownership of the NFL team to three trustees. They're tasked with finding the next owner of the team, which may or may not be one of Bowlen's children.
An ever-growing number of family offices want to get their proverbial feet in the door. How should they go about it?
Former Abbot Downing President Jack Ginter leaves Wells Fargo to create Callan Family Office, an independent wealth management firm that will serve the ultrawealthy and aims to compete with the big private banks.
