2007 WealthCounsel Industry Trends Survey
WealthCounsel LLC, the Madison, Wis.-based makers of WealthDocs software, Jan. 15, 2008 released its 2007 WealthCounsel Industry Trends Survey. ...
Sun Life Financial Announces U.S. Internal Leadership Changes and Formation of New Distribution Organization
WELLESLEY, Mass. (Feb. 5, 2008) – The U.S. division of Sun Life Financial Inc. (NYSE:SLF, TSX:SLF) today announced several changes to its senior leadership team....
Baft Launches Standardized Master Participation Agreement
The Bankers' Association for Finance and Trade is endorsing a new industry standard document today that will be used by European banks to facilitate the buying and selling of country and bank trade-related risk...
AICPA Survey of CPA Financial Planners
-Having enough money to retire and pay for major life needs - healthcare and education - are top concerns of Americans facing financial pressures, according to CPA financial planners surveyed by the American Institute of Certified Public Accountants...
Conyers Dill & Pearman, the offshore law firm, to open Moscow office
Conyers Dill & Pearman, the original pioneer of offshore law, today confirmed that it will be proceeding with the launch of an office in Moscow, Russia...
William B. Warren Joins Morris & Mcveigh LLP
New York, NY (January 15, 2008) – Morris & McVeigh LLP today announced that William B. Warren has joined the firm as of counsel. Mr. Warren specializes in trust and estates and tax law, and has long been recognized in Best Lawyers in America ...
Charities Aid Foundation America Launches New Website to Help U.S. Individuals, Families, Foundations and Corporations Step Up “Borderless” Philanthropy
CAFAmerica Also Gives Foreign Nonprofits Low Cost Means of Establishing U.S. Presence; Donor-Friendly Site Includes Option for Online Giving, More Information About Nonprofits....
Samuel Weiner Named to American College of Trust and Estate Counsel
January 7, 2008 – Samuel Weiner, a member of the Tax, Trusts & Estates Department in the law firm Cole, Schotz, Meisel, Forman & Leonard, P.A., was selected for membership in the exclusive American College of Trust and Estate Counsel (ACTEC)...
Estates & Trusts Lawyer Kim T. Schoknecht Joins Pillsbury as Partner in Silicon Valley
Palo Alto (January 2, 2008) — Pillsbury Winthrop Shaw Pittman LLP today announced that Kim T. Schoknecht will join the firm’s Silicon Valley office as partner in the Estates, Trusts & Tax Planning (ETTP) practice...
GenSpring Family Offices Acquires Inlign Wealth Management
PALM BEACH, Fla. – Jan. 2, 2008 – GenSpring Family Offices (formerly Asset Management Advisors), the wealth management firm for ultra high net worth families, announced today the acquisition of Inlign Wealth Management, LLC. Based in Phoenix and founded by Mark Feldman in 2002...
Brown Brothers Harriman & CO. Names New Managing Partner
New York, NY – December 18, 2007 – Brown Brothers Harriman & Co. (BBH) today announced the appointment of Douglas A. (“Digger”) Donahue, Jr., 56, as the new Managing Partner, effective January 1, 2008...
In progressive move, 21st Services forms independent
Services has created its first Medical Advisory Board. The Board, which is independent of the company, is an innovative approach in the life settlement industry...
