One Trustee Child, Suing Siblings: Study Exposes Inheritance Traps
A study of 640 trust disputes finds naming one child as trustee invites sibling lawsuits, with cases averaging 481 days and challengers usually losing at trial.
Topic
Wealth Management
Topic
Wealth Management
Cerity Partners Lands $1.4B Advisor Teams From Shufro Rose
Cerity Partners has recruited the Contant and Wacht-Leit Groups, managing $1.4 billion, from Shufro Rose, leaving the 1938-founde…
Hong Kong Bids to Manage Asia's Next Generation of Wealth
The South China Morning Post asks whether Hong Kong can win the race to manage Asia's next generation of wealth, as the city comp…
Merit Financial Advisors Taps Kay Lynn Mayhue as CEO
Merit Financial Advisors, an Atlanta RIA with $33 billion in client assets, named President Kay Lynn Mayhue as CEO effective Jan.…
Wealth Reports Flag Handover Risks for Family Firms
Wealth-management reports compiled by The Dallas Morning News examine why passing businesses to heirs remains one of the hardest…
Interviewing Hundreds of Business Families Reveals Three Dynasty Habits
A Spear's Magazine author who interviewed hundreds of business families says dynasties share three deliberate habits — and that m…
SignatureFD Launches SignatureFRANCHISE for Franchise Owners
SignatureFD has rolled out SignatureFRANCHISE, a dedicated practice for franchise owners, extending its wealth platform into a se…