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Financial Planning
May 1, 2010
Ed Slott |
They're Baack! Required minimum distributions are back in 2010, and t he provision has left both clients and advisors with a host of questions on what RMDs must be taken in 2010 and how those withdrawals will be calculated.   |
Financial Planning
May 1, 2010
Rick S. Kahler |
Planning for Reform It will be important to pay attention in coming months, so you can plan for the impact health care reform is likely to have on your finances, your career and your clients. |
Financial Planning
May 1, 2010
Martin Shenkman |
Out of Favor? Most advisors are likely familiar with GRATs. However, a quick overview of the technique and how it used to be used will make an explanation of the changes clearer. |
Financial Planning
May 1, 2010
Ron Cordes |
Impact Investing Microbank investments have returned a consistent 6% annually over the past three years. What's more, the loans those obscure little banks made have enabled entrepreneurs living in some of the world's least developed countries to start or expand small businesses. |
Financial Planning
May 1, 2010
Jim Grote |
Virtual Works It is David B. Yeske's technological prowess -- with an emphasis on making processes simple and applicable for the client -- that makes him a trendsetter in the financial advisory industry. |
Financial Planning
May 1, 2010
Donna Mitchell |
Advisory Pulse Registered investment advisory firms, especially small ones, are returning to the bargaining table this year; in the first quarter, RIA firms completed 24 merger and acquisition deals. |
On Wall Street
May 1, 2010 |
Branch Managers Of The Year These Top Ten Branch Managers, nominated by their advisors and selected by a panel of judges, have special lessons to impart-both personal and professional. |
On Wall Street
May 1, 2010
Tim Knepp |
Natural Resources: A Natural Fit To Your Client's Portfolio Natural resources are often viewed as a compelling alternative allocation and portfolio diversifier for stock and bond holdings. |
On Wall Street
May 1, 2010
Gerald Buetow |
In Defense Of Modern Portfolio Theory As stock markets plunged worldwide and investment portfolios took it on the chin, revisionists sought to expound on what they deemed were the inherent flaws of the deeply entrenched MPT. In short, the theory became the scapegoat for the failure of diversification. |
On Wall Street
May 1, 2010
Conrad & Menchaca |
Goldman Sachs Feels The Heat, Making It Tough For Advisors The Securities and Exchange Commission's lawsuit against Goldman Sachs may well be the catalyst for setting a universal fiduciary standard for the financial advisory industry. |
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