To put it bluntly, James Gandolfini's estate is a mess. His faulty estate planning provides a good lesson of the types of complications that can arise for clients who rely heavily on a will. read more »  | When Wells Fargo Advisors held a conference to discuss elder financial abuse, it seemed at times like nearly every one of the 200 people in attendance was personally acquainted with a family member or friend who has been victimized. But Danny Ludeman, the CEO of Wells Fargo Advisors, write that perhaps that's not surprising, given the scope of the crime and the rate at which it's growing. read more » | Herbert Allison Jr., the onetime president of Merrill Lynch & Co. who oversaw the U.S. government's bank-bailout program following the financial crisis that led to his former company becoming a unit of Bank of America Corp., has died. He was 69. read more » | The worst first half for Treasuries in four years has wrung the unprecedented Federal Reserve stimulus out of bond prices as investors now look to low inflation and slow economic growth to contain yields. read more » | Bond funds netted redemptions of $59 billion (excluding exchange-traded funds) last month, according to Strategic Insight. read more » | During the quarter, expectations of corporate earnings will be a continuation of the past three years. Management tone during the calls will be mixed between caution (emerging markets slowing) and optimism (US housing and employment improving), but focus will finally resume on business fundamentals, rather than exogenous issues. read more » | Must Read |  Back to School on 529s The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy. read more » | Must Watch |  Keep Clients Accountable and Focused “We all have good intentions today and sometimes they falter a little bit in the future,” says Cathy Smith of Allianz’s Center for Behavioral Finance. Smith offers some tips to help clients stay focused on the long-term. read more » | Contact Us Matt Ackermann
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