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Financial Planning
July 1, 2010
Matt Lynch |
Come Together When leading change, using inflammatory rhetoric isn't helpful. The financial services industry, at this critical crossroads, needs strong, unified leadership to help foster meaningful change, not fractured self-interest.   |
Financial Planning
July 1, 2010
Craig L. Israelsen |
Alpha and Beta Can a portfolio consisting entirely of beta-producing elements produce alpha? The answer is clearly yes. |
Financial Planning
July 1, 2010
Donald Jay Korn |
Handle With Care What could go wrong in the muni market? There are many possibilities. Spreads could widen, interest rates could increase or an upgrade in bond ratings could leave investors paying more for their munis. |
Financial Planning
July 1, 2010
Stephanie Bogan |
Building Value It seems clear that anticipated growth from baby boomers, an aging advisor population, and increasing interest in mergers and acquisitions will likely make building and realizing value the defining practice managment issue of the next decade. |
Financial Planning
July 1, 2010
Donald Jay Korn |
All in the Family Advisors should start talking with clients now about shifting income from higher-bracket to lower-bracket family members. Possible strategies include hiring children or even retired parents in a business, or transferring assets to these individuals. |
Financial Planning
July 1, 2010
Ed Slott |
Strange Bedfellows It probably didn't cross your mind that the Patient Protection and Affordable Care Act and the Health Care and Education Reconciliation Act, both signed into law in March, might affect IRA planning. |
Financial Planning
July 1, 2010
Jeanne Lee |
The Sky Is Not Falling Small business clients have been hard-hit by increased healthcare expenditures over the past 10 years, so it's not surprising that the healthcare reform bill has many of them anxious and confused. |
Financial Planning
July 1, 2010
Martin Shenkman |
Oblique Lens Every client and advisor is aware of key life events and how they may have an impact on planning. However, the real planning opportunities are often subtle. Don't let them go unnoticed. |
Financial Planning
July 1, 2010
Donna Mitchell |
Build Your Value In a new report, "Creating, Measuring and Unlocking Enterprise Value in a Wealth Manager," released on June 14, the Fiduciary Network gives advisors a wake-up call about their real prospects for a payoff after years of working on their businesses. |
The Motley Fool
June 25, 2010
Andrew Bond |
Opinions Differ on the Financial Overhaul Was the financial regulation bill harsh enough? |
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