JUNE 25, 2018

RETIREMENT PLANNING

Mark Miller

“Break-even” calculations can prompt clients to take Social Security benefits sooner rather than later, as a hedge against early death. They really should be hedging against living longer and running out of money.

FULL ARTICLE

ESTATE PLANNING

International Families Increasingly Want U.S. Trusts

Al W. King III

Tax savings, asset protection and privacy as well as solutions to political and regulatory concerns all combine to make the United States the situs of choice.

FULL ARTICLE

The Daily Brief

Lincoln Teams With Orion on Annuities Data Platform

Lincoln Financial Group is partnering with Orion Advisor Services on a data platform for advisors who use Lincoln's suite of variable and fixed annuity solutions, the companies announced. ...

Seaward Management Rebrands to Prio Wealth
Boston-based RIA Seaward Management announced that it has rebranded to Prio Wealth, focusing on financial life management and integrating individual values and priorities into clients' financial plans and portfolios. Derived from the words "priority" and "a-priori," Prio's philosophy is to go beyond conventional wealth management ...

Alex. Brown Nabs LA Managers From J.P. Morgan Securities
Alex. Brown, a wealth manager and division of Raymond James, said Thursday that a Los Angeles-based investment management group led by Jon DuPrau and Caspar Tudor had join the firm. ...