Tips From the Pros: Supercharged Directed Trusts
Al W. King III explains how the directed trust structure has continued to attain new heights.
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The Upcoming Golden Age of Qualified Charitable Distributions?
Christopher P. Woehrle discusses the 2022 Secure Act 2.0’s extension of qualified charitable distribution status to split-interest gifts.
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Tax Law Update: April 2023
David A. Handler and Alison E. Lothes highlight the most important tax law developments of the past month.
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Note From the Editor: April 2023
Editor in Chief Susan R. Lipp discusses this month's issue.
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Eight Must Reads for Real Estate Investors Today (March 20, 2023)
WeWork reached a deal to restructure its debt with SoftBank, reports The New York Times. The Real Deal explores whether Houston’s reputation as a developer-friendly and pro-business haven stands up to scrutiny. These are among today’s must reads from around the commercial real estate industry.
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Competing With Robots Is Making Work Worse
Interacting so often with computers may be fueling some amnesia in how to treat other humans.
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Signature’s Deposits, Loans Assumed by NY Community Bancorp
The bank was seized on March 12 without another lender ready to take over, which regulators typically strive to have in place.
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Real Estate Investors Brace for a Liquidity Squeeze Amid Bank Sector Turmoil
The failures of major regional banks last week have created a new round of uncertainty for real estate capital markets.
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CFP Board's Ad Campaign Reflects Flexibility After Split
The new advertisement begins running today, and comes several months after the Board announced a change to grant the organization more flexibility in its marketing.
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Takeaways from the 2023 T3 Conference
Our technology columnist shares some of his thoughts on the pro- and anti- generative AI hysterics, as well as cybersecurity and some providers worth mentioning.
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First Republic’s $30B Rescue Fails to Soothe Investor Fear
Shares of First Republic have plummeted 81% this year.
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Schwab Clients Shift From Prime Funds to Government Portfolios
Clients moved money from two Schwab Value Advantage Money funds, which had a combined $195 billion of assets as of March 15, representing the largest redemptions in at least six months.
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RIA Roundup: Carson Group Acquires $500M Baton Rouge RIA
It was a slower week for dealmaking in the RIA space, but Carson made its first full acquisition of the year and Buckingham Strategic Wealth announced its third.
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Consider Spending More Time on Business Management
It could be the difference between building a resilient practice and one that crumbles as soon as you step down.
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Everything, Everywhere, All At Once
Amid the immediate uncertainty around the Fed’s efforts to restore confidence, the battle against inflation suddenly looks easier.
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The 2024 Green Book Limits Use of Defined Value Clauses
It also provides for increased reporting about trusts.
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The WealthStack Podcast: How Does 401(k) and Held Away Account Management Fit into Holistic Advice?
Pontera CMO Nicole Zheng how advisors should approach the concept of holistic advice with clients, especially surrounding retirement planning.
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The WealthStack Podcast: How Does 401(k) and Held-Away Account Management Fit Into Holistic Advice?
Pontera CMO Nicole Zheng discusses how advisors should approach the concept of holistic advice with clients, especially surrounding retirement planning.
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U.S. Housing Starts Exceed Forecast on Multifamily Construction
Applications to build, a proxy for future construction, climbed 13.8% to an annualized pace of 1.52 million units, reflecting gains in permits for both single-family and multifamily projects.
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