As advisor practices evolve beyond investments, more are taking on the task of end-of-life decisions for clients, using new technology.» Read More
Due to longer lives and higher health costs, more boomers are earmarking their estates for their own use rather than willing them to heirs.
NEW YORK, May 5- Arguing that many of its customers cannot afford to pay high investment advisory fees, The Vanguard Group on Tuesday unveiled a low-cost service combining an automated investment plan with advice from a Vanguard financial planner. After more than two years of testing, the mutual fund giant is rolling out its Personal Advisor Services to...
An airtight estate plan takes the guesswork out of who gets what when you die and delineates your wishes for end-of-life medical decisions.
April 6- Chicago- based independent wealth management firm HighTower Advisors LLC said it has hired an eight-member team which managed about $750 million in assets at Morgan Stanley. Bahnsen, who also serves as the team's chief investment officer, worked at UBS Financial Services before joining Morgan Stanley. Szytel began his career at UBS before moving to...
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