Opinions expressed by Entrepreneur contributors are their own. Acquisitions can involve a lot of hard work. Beyond valuations, financing and so on, you need to understand how to isolate acquisition ...

The Automated Customer Account Transfer Service moves securities like stocks, bonds, mutual funds, and options from one ...

Q: A woman in hospice care owns only clothes and trinkets as physical property, but she has substantial investments, all of which are either held jointly with rights of survivorship or are payable to ...

For assets such as business interests, real estate and concentrated stock positions that you’re confident will increase in value over time there is a way to use a trust to take the appreciation out of ...

When a person dies, their assets generally transfer to a new owner in one of four ways: • Joint owner with survivorship rights. • Payable-on-death/transfer-on ...

A domestic asset-protection trust (DAPT) is an irrevocable self-settled trust in which the grantor is designated a permissible beneficiary and allowed access to the funds in the trust account. If the ...

Dupree Mutual Funds has selected SunGard’s Asset Arena Transfer Agency, a high-volume shareholder recordkeeping solution that processes transactions as they happen with 24/7 system availability. In ...