The regulator said it is watching for such activities and that firms need a good reason for switching client accounts.

The most effective response to fear-driven downturns is a disciplined focus rooted in diversification and avoiding rash decisions based on sentiment alone. The economy remains stronger than headlines ...

Irrevocable trusts are typically just that: locked from the minute they’re signed, virtually unchangeable. But sometimes a trust that’s been around for a long time needs to be adjusted to better fit ...

How Fear Can Drive Downturns In The Markets And Economy by Rick Wedell. Human emotion can often be the kindling that fuels an economic slowdown.

Decanting laws provide a way to help clients get out from under trust provisions that no longer work.

Decanting laws provide a way to help clients get out from under trust provisions that no longer work.