Fundamentals of behavioral finance: loss aversion bias
Why clients value avoiding losses more than winning gains.
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CI Financial to Acquire RGT Wealth Advisors
RGT Wealth ‘s $4.7 billion in client assets increases CI Financial’s AUM to $21 billion.
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Stable Value Funds Stay Stable
Stable value funds’ AUM increased by about $60 billion during the first half of 2020, representing 7% growth since the second quarter of 2019.
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FastChat Video: Transition Preparation with SPS Family
In this FastChat Video Jennifer Bacarella, Director of Firm Development at SIGMA Financial Corporation and Parkland Securities, discusses with Wealth Management.com the Six Questions an Advisor Must Ask Before Selecting a Broker-Dealer.
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Litigating an Undue Influence Case?
Carefully examine the circumstances of the testator’s life surrounding the time of will execution to help prosecute and defend such a claim.
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Practice Tips to Stave Off Disputes In Trust and Estate Administrations
Chart an alternative course to avoid litigation.
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Review of Reviews: “COVID-19 and Formal Wills,” 73 Stan. L. Rev. 18 (2020)
David Horton, professor of law and chancellor’s fellow, University of California, Davis, School of Law in Davis, Calif. and Reid Kress Weisbord, professor of law and Judge Norma L. Shapiro Scholar, Rutgers Law School in Newark, N.J.
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Review of Reviews: “Bringing the Dead Back to Life: Preparing the Estate for a Post-Mortem Acting Role,” Texas Tech University School of Law Estate Planning and Community Property Law Journal, Vol. XII (June 2020)
Ben Laney, research assistant, Texas Tech University School of Law.
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In Pursuit of ‘Go Time!’…
In business, as in athletics, knowing the right time to slam on the gas is key.
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Review of Reviews: “The Future is Bright Complicated: AI, Apps & Access to Justice,” Okla. L. Rev., Vol. 72, No. 1 (2019)
Emily S. Taylor Poppe, assistant professor of Law, Irvine School of Law in Irvine, Calif.
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Review of Reviews: “Testamentary Transfers and the Intent versus Formalities Debate: The Case for a Charitable Middle Ground,” U. Kan. L. Rev. (forthcoming)
Peter T. Wendel, professor, Caruso School of Law in Malibu, Calif.
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Big Tech Is at Banking's Door; WealthTech Isn't Far Behind
While Google may not swallow financial services in one gulp, Big Tech's appetite remains.
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Biden Plans to Nominate Janet Yellen for Treasury Secretary
In Yellen, Biden is likely to find support from both Wall Street, which feared a more provocative pick such as Senator Elizabeth Warren, and progressives, who were concerned he might choose someone too friendly to big banks and the wealthy.
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College for Financial Planning Reveals First Behavioral Finance Designation
In addition to the new accreditation, the college also released survey results indicating financial professionals saw a benefit to behavioral finance training in improving their practice.
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IRS Enforcement Aimed at High-Net-Worth Taxpayers
Is the Wealth Squad coming for your clients?
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Second Marriages Later in Life: Lightning Can Strike Twice!
Dealing with practical issues and taking advantage of tax benefits.
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Tips From the Pros: Is a Wealth Tax in Our Future?
Al W. King III explains the wealth tax and how it differs from U.S. income, estate and gift taxes.
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Accelerating in Full the Good To Be Done
Christopher P. Woehrle examines whether accelerating the charitable good from a charitable lead trust makes sense in this era of unprecedented economic distress.
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