Sponsored By: Fidelity Institutional Wealth Services

• Indiana Corporate Trust Expansion for UMB

  UMB Financial Corp., a multibank holding company in Kansas City, Mo., has expanded its corporate trust and escrow services into the Indianapolis area.

• Podcast

  Trusts: The Next Big Thing

  As affluent Boomers age, trust services are essential in helping to manage client assets and ensure the transfer of wealth. Are you ready to present yourself as an experienced trust advisor?

• Avoiding a Painful Trap

  Forming family limited partnerships can trigger income tax unless you take precautions.

• Small Steps Can Reverse Retirement Income Shortfall

  Retirees need to replace 126% of their final pay at retirement in order to cover rising healthcare costs, longevity risk, and declining pension and medical benefits.

• FAQs About Advisor-Owned Trust Services

  Trust services can significantly enhance your business, especially if you work with high-net-worth clients. Here are the 5 most commonly asked questions about advisor-owned trusts.

• Fidelity Brokerage Assets Up 2% to $1.92 Trillion

  Jitters over market turmoil appears to be good business for financial advisers and brokers or individuals placing individual trades.

• Trust Team for Wilmington Trust

  Wilmington Trust Corp. hired a team of 12 corporate trust experts to provide administrative services for corporate participants in capital markets transactions.

• Petrozzo New CIO at Fidelity

  Daniel Petrozzo, formerly of Morgan Stanley, was named the new chief information officer at Fidelity Investments.

• Retirees Need $85K for Healthcare: Fidelity

  Retirees may need more money than previously expected in order to cover all their health care costs.

• Wilens New Head Fidelity Asset Management

  Michael E. Wilens has been named the new head of asset management at Fidelity Investments and a member of the firm's executive committee.

• Charles Schwab Launches New Index Target-date Funds

  Charles Schwab has announced that the Charles Schwab Trust Company (CSTC) will offer target-date collective trust funds for retirement plans.

• Trust Providers Broaden Advisor-Aimed Services

  Financial services firms are making it easier for their investment advisers to address a broader array of clients' trust needs, ranging from estate planning to philanthropic giving.

• Protect the Weak

  As Americans age, more of your clients will be living with chronic illness—and you'll need techniques to help.

• Pershing Polishes Up Trust Activities Via New Platform

  The Pershing Trust Network is an open architecture platform available to broker-dealer and independent RIAs.

• Helping Clients Lose Control

  Some smart ways that clients can get taxable items out of their estates.

• Another Door Closes

  Your trust and estate clients can no longer deduct investment management fees.

• ING Takes Minority Stake in Alternative Asset Management Firm

  Beginning ING's search to expand alternative products

• Funding the Trust

  Estate attorneys draw up trust documents, but you have to help clients fund them.

• Vanguard Proposes New Income Option for Retirees

  Managed Payout Funds will give current and future retirees various control options over payouts and capital.

• The Uncertainty Principle

  How do you advise your clients on estate planning when the rules are constantly changing?