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Financial Advisor
January 2004
William S. Villafranco |
Whom Do You Trust? What factors should you consider when choosing a trustee? Using co-trustees, where one is a professional trustee and the other is a family member or close friend, may be the most effective choice.   |
Investment Advisor
May 2007
Susan L. Hirshman |
Making the Right Choice It is imperative that, before naming a trustee, financial advisory clients are educated on what a trustee is and who is appropriate to assume the role. |
Financial Planning
October 1, 2006
Marshall Eckblad |
5 Questions An interview with Victor Whitney, an expert on personal trusts and author of the forthcoming The Art of Trusteeship. |
Financial Advisor
November 2008
James Sprout |
Following The Vision Without argument, one of the more difficult struggles a family can face is choosing who will provide long-term management of the family assets, especially if a great deal of wealth is at stake. |
On Wall Street
January 1, 2011
Matthew J. Lynch |
Team With Rivals To Better Serve Trust Clients As the financial services industry continues to grow more complex with increasing numbers of new business models, a surprising new niche has opened, allowing traditional rivals-financial advisors and trust companies-to work together. |
Job Journal
April 19, 2009
Carole Kanchier |
Trust is Everything Trust plays an important role in professional relationships and organizational success. It elevates levels of commitment and sustains effort and productivity without the need for management control. Learn how to initiate and encourage trust. |
Financial Planning
November 1, 2007
Martin M. Shenkman |
High Net Worth: Estate Planning: Be a Trust Team Player Advising your clients to enter into trusts doesn't have to mean the end of your investment management services. Here's what you should know. |
Financial Advisor
October 2010
Ben Mattlin |
How To Select Trustees As trusts grow more popular, the need to appoint the right trustees becomes crucial. |
The Motley Fool
November 6, 2006
Dan Caplinger |
How Professional Fiduciaries Work For those who don't have any close friends or family members willing or able to handle a fiduciary role, a professional trustee may be the best option. Here is a look at the inner workings of a bank's typical trust department. |
Financial Planning
January 1, 2009
Donald Jay Korn |
Trust Worthy Some good news that planners can tell their clients: The federal estate-tax exemption has just jumped from $2 million to $3.5 million, so this is an excellent time to review estate plans. |
Financial Advisor
September 2009
Cathleen M. Clauson |
Unlocking Opportunity Trusts are a good way for advisors to expand their businesses. Here's why. |
Financial Advisor
March 2012
Barbara Potter |
Second Chances Sometimes, a corporate trustee is the best choice to manage a trust left to a second spouse, and that eventually benefits children of the first marriage. |
Financial Advisor
September 2004
Dorothy Hinchcliff |
Here Come The Big Boys Fidelity and Pershing are competing for advisors' trust business. |
