financial Education Resources
Access a wealth of education on key economic, financial, and investment concepts.
[GUIDE] 10 things you need to know as a new family trustee
From gaining a deep understanding of the trust document and ensuring assets are titled correctly, to fostering open communication with beneficiaries and mastering the financial intricacies, these are the first 10 steps you should take as new family trustee.
[GUIDE] Protect Your Deposits: FDIC Coverage Limits Explained
Think FDIC insurance covers the entirety of your account balance? Think again. We examine the unique rules and protection FDIC coverage offers under different account types.
[Guide] 10 questions to ask your clients about their crypto assets
If you don’t already have keen insight into your clients’ crypto assets, now is the time. We’ve organized 10 helpful questions to ask your clients about their existing crypto assets and future distributions.
[Checklist] Special needs planning for a loved one
If you are a parent or guardian of a special needs loved one, we’ve compiled a helpful special needs planning checklist complete with 10 must-do items.
[Guide] How to Prepare Your Child’s Special Needs Trust Before You Go
How can a special needs trust (SNT) protect you and your family? Establishing an SNT is an excellent way for your child to enjoy the benefits of trust assets while maintaining eligibility for needs-based government benefits.
[Guide] Decoding the uniform prudent investor act (upia)
There are so many important aspects of the Uniform Prudent Investor Act (UPIA) that a trustee needs to be aware of when supervising investments.
[Guide] How to Choose an Advisor When Acting As a Trustee
Successful management of a trust is a team effort. Trustees can only execute their duties and optimize support for beneficiaries by working with key collaborators that offer trusted expertise and specialized services.
[Guide] Financial Advisor Interview Guide for Trustees
These 11 questions are a must when interviewing investment advisors as a trustee. From commission model to portfolio diversification, this guide will help streamline your interview process and help you land the most qualified, experienced financial advisor for your trust.
[Webinar] Fiduciary Duty: Working With Your Financial Advisor
President & Chief Investment Officer, Jeremy Lau CFA®, CFP®, shares his expertise on how to discern whether a financial advisor is suited to help you meet your specific requirements as a fiduciary.