David Lenok is a senior editor for Wealthmanagement.com and Trusts & Estates. He's an attorney admitted to practice in New York and writes about general wealth planning issues.
'As the only remaining custodian that does not compete with advisors for retail assets, we are setting a standard for transparency and how custodians should engage with advisory firms,' CEO Jim Crowley said.
Elizabeth Taylor chose one cause—AIDS—as her mission in life to support. Even after her death, the foundations and organizations she created and supported are still thriving.