Discretionary beneficiaries are individuals or entities eligible for trust, insurance, or retirement distributions based on conditions set by the grantor. Learn their role and impact.

For decades, discretionary trusts have been part of the estate planner's arsenal. These types of trusts have significant advantages, including the flexibility to deal with changes in circumstances.

AJ Bell Investcentre has launched a discretionary loan trust aimed at advisers supporting clients with inheritance tax (IHT) and estate planning needs.

AJ Bell worked with Technical Connection to develop the trust deeds that are designed to give advisers access to flexible, ...

The Department of Labor’s proposed regulation defining fiduciary investment and insurance advice to private sector retirement plans, participants in those plans, and IRA owners (collectively, ...

Upon accepting a trust, a trustee may be given a non-binding letter of wishes by the settlor. 1 Such statements are designed to offer trustees of discretionary trusts some guidance in the exercise of ...

Designed to provide broad exposure to the Consumer Discretionary ETFs category of the market, the First Trust Consumer ...

Designed to provide broad exposure to the Consumer Discretionary - Broad segment of the equity market, the First Trust Consumer Discretionary AlphaDEX ETF (FXD) is a passively managed exchange traded ...

Making its debut on 05/08/2007, smart beta exchange traded fund First Trust Consumer Discretionary AlphaDEX ETF (FXD) provides investors broad exposure to the Consumer Discretionary ETFs category of ...