Research & Market Insights

03.30 2016

Mercer Advisors and Kanaly Trust Merge to Create One of the Largest Independent Wealth Managers in the United States

Client-Centric Approaches and Highly Complementary Platforms Provide Additional Scale That Will Facilitate Superior Tools for Clients SANTA BARBARA, Calif. and HOUSTON, March 28, 2016 /PRNewswire/ — Mercer Advisors and Kanaly Trust, two leading wealth management firms, today announced that they have reached a definitive agreement to merge. Upon the merger completion, the combined company will…

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03.07 2016

Impact of Healthcare Underestimated by Many Advisors

By Emily Brower Auchard The high cost of healthcare in the U.S. takes up an increasingly large portion of consumers’ financial resources, with health spending in the U.S. reaching $3.1 trillion—or nearly $10,000 per person per year, according to the Centers for Medicaid and Medicare Services. Even with long-term disability and health insurance, consumers who get…

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03.07 2016

Qualified Charitable Contributions (QCDs) Made Permanent

By Laura Rowley Individuals who have attained age 70 ½ can make contributions to a charity directly from an IRA after Congress approved the 2016 Appropriations Act on December 2015. The ability to make such contributions was potentially available each year but was subject to annual review and approval. With the passage of the 2016 Appropriations…

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