Thomas Financial Names Joel Stephens President of the Life Insurance Division prweb.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prweb.com Daily Mail and Mail on Sunday newspapers.
Littman Krooks Partners Named to Best Lawyers in America® for Excellence in Trusts & Estates and Elder Law prweb.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prweb.com Daily Mail and Mail on Sunday newspapers.
/PRNewswire/ TD Wealth today released results from its annual survey of estate planning professionals revealing that 89 percent of respondents cited that.
Nearly 90 Percent of Estate Planning Professionals Said Female Clients Faced Workforce-Related Impacts Due to COVID-19 prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.
Another RIA Gets Into the Trust Business Moneta, a $27 billion RIA headquartered in St. Louis, is the latest firm to bring trust company services in-house; observers say it s unlikely to be a widespread trend.
Last week, Moneta, a registered investment advisor with $27 billion in assets under management, launched its own trust company, Moneta Trust. Moneta CEO and Chairman of the Board Eric Kittner said the move by the partner-owned company was motivated by client demand as well as the RIA’s desire to control the process of establishing and servicing the legal structures for clients.
“From a service level perspective, we felt it would be better if we had control, and quite frankly, our clients really wanted us to truly serve in that capacity and not outsource it to a third party,” Kittner said.