Surveys and Studies Archive

Economic Crisis Delays Retirement Plans 

The economic crisis experienced globally in the Fall of 2008 will have an impact on the behaviors and attitudes of investors that will forever change the way individuals invest, utilize advisors and rely upon financial services organizations....

New ESG Manual From CFA Institute Centre Helps Investors Evaluate Environmental, Social, And Governance Factors 

NEW YORK, June 24, 2008 – The CFA Institute Centre for Financial Market Integrity, the global policy authority on professional and performance standards, financial reporting, and capital markets, today launched Environmental, Social, and Governance Factors at Listed Companies: ...

U.S. Millionaires Grow at Slowest Rate Since 2003 

CHICAGO, March 12 /PRNewswire/ -- America's millionaires are feeling the pinch. The number of U.S. households with a net worth of $1 million or more, not including primary residence (NIPR), grew just 2% in 2007 to 9.2 million, up from 9 million the year before, according to a new report, "Affluent Market Insights 2008," released today by Spectrem Group....

WealthCounsel® Estate Tax Survey with $10,000 Cash Award  

Madison, Wis., Feb. 27, 2008 – WealthCounsel, LLC announced today that it recently launched a web-based survey soliciting input from the nation’s estate planning attorneys on the action they believe Congress will take prior to the expiration of the current federal estate tax rates. Following enactment of the new legislation, WealthCounsel will award $10,000 to the estate-planning attorney who was the first to correctly predict the estate tax exemption amount and marginal estate tax rate....

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...

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Build a Better Endowment

Solid university endowments can survive economic storms...

A Pitch for Privacy Rights

Milwaukee Brewers relief pitcher asks court to seal the records of his wife’s cocaine-related death...

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Accruit

Streamlining the management of like-kind exchanges...

Analyzing ILITs

InKnowVision has a spreadsheet-based software that helps wealth planners look at irrevocable life insurance trusts...

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Podcasts

Advising the Wealthy:
It's a Whole New Game

Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Register for this timely podcast......

Webinars

Aligning Charitable Giving & Life Insurance

Best Practices, Planning Techniques, and Philanthropic Benefits. Tanya Howe Johnson, President & CEO of the PPP, Kelly Kidwell, President & CEO of Pacific Advisors and Chairman of the AALU Charitable Planning Committee, and Phil Cubeta, the Sallie B. and William B. Wallace Chair in Philanthropy at the American College. Available On Demand!...

Integrative Philanthropy

Times are tough - in fact, donors are more careful to integrate their philanthropy with their financial and estate planning. Robert F. Sharpe, Jr. and Marc D. Hoffman describe the current philanthropic/political landscape and review the techniques that donors of means are now increasingly using to optimize their giving.
Available On Demand!...

The Electronic Practice

Learn how to get the most out of your computer as you work with trusts and estates matters. Sponsored by Sungard -
Available On Demand!...

Press Releases

Findings from the Third Annual Industry Trends Survey

WealthCounsel, a nationwide organization of estate planning attorneys, and Trusts & Estates magazine today released the results of the Third Annual Industry Trends Survey which was released at the 44th Annual Heckerling Institute on Estate Planning educational conference....

2009 Events