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Financial Planning
August 1, 2008
Martin M Shenkman |
Avoiding a Painful Trap Increasingly, clients' investments are being structured in family limited partnerships (FLPs) or family limited liability companies, but it is important to be aware of possible tax triggers.   |
Financial Planning
August 1, 2008
Donald Jay Korn |
Labels Under Fire Regulators are making it clear that advisors who use the word "senior" or various synonyms to transact business unethically are squarely in their sights. |
Financial Planning
August 1, 2008
David Grau |
Worthy Successors In the financial services industry, the general term "succession planning" describes any number of plans to deal with an owner's departure from the business. |
Financial Planning
August 1, 2008
David A. Twibell |
House Calls Working with physicians can be rewarding, but to be successful, advisors need to develop the skills to tackle the unique problems facing doctors. |
Financial Planning
August 1, 2008
William Harding |
A Different Mix As investors suffer through this year's unstable market, the wounded are talking about alternative investments. |
Financial Planning
August 1, 2008
Charles Williamson |
Risky Business When working with high-net-worth clients, it is of paramount importance to discuss property and casualty insurance. |
Financial Planning
August 1, 2008
Stacy Schultz |
5 Questions with Catherine Smith A conversation with an advisor who has built a career reaching out to underserved minority markets. |
Financial Planning
August 1, 2008
Stacy Schultz |
B-D of the Future The Broker-Dealer of the Future, Pershing's first study on the industry, identifies factors facing broker-dealers new competitive landscape. |
Financial Planning
August 1, 2008
Chris Radford |
Choices in Bad Times While a recessionary market is a trying time for any advisor, it's also a great opportunity to preserve your current clients and grow your business. |
Financial Planning
August 1, 2008
Andrew Ackerman |
In First, Mass. Sues UBS In the first state-level lawsuit against an investment firm over auction-rate securities, Massachusetts has filed securities fraud charges against UBS for selling retail investors auction-rate paper as "liquid, safe, money-market" instruments even though the defendants knew it was not. |
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