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Financial Planning
May 1, 2011
Scott Schutte |
The Kids Are All Right (Maybe) Countless studies find that family fortunes often dwindle away by the end of the second generation. I wonder how many of those families, with the help of a capable advisor, could have preserved the legacies previous generations built so painstakingly.   |
Financial Planning
May 1, 2011
Martin Shenkman |
Caring for Your Client When clients are elderly or chronically ill, including a care manager on the team can provide considerable expertise and benefit both a client and the family. |
Financial Planning
May 1, 2011
Jim Grote |
Mirror Image When Timothy Chase and Martin Eby founded WMS Partners in 1992, most financial planners earned their keep by pushing a large number of clients into commission-based products. Chase and Eby adopted two very different rules. |
Financial Planning
May 1, 2011
Temma Ehrenfeld |
Riding the Market Waves Surfers are like gypsies-they come from all over the world to compete in Hawaii. When you're a niche financial planner, you just hang out with your clients. You do the right things for the right people and good things happen. |
Financial Planning
May 1, 2011
Donna Mitchell |
On the Move New hires for Advisors Asset Management, Curian Capital, and Lubitz Financial Group. |
On Wall Street
May 1, 2011
Jerry Webman |
Turmoil Intensifies Focus On Commodities Let's consider commodities from three perspectives: supply, demand and risk. |
On Wall Street
May 1, 2011
Robert J. Lindner |
Stabilizing Portfolios With Managed Futures Largely ignored by the advisor community, the Managed Futures Index returned 10.23% annualized over the 30-year period ending December 2010. Barclays Capital U.S. Aggregate Bond Index returned an annualized 8.92% and the S&P 500 returned 10.71% annualized. |
On Wall Street
May 1, 2011
Lorie Konish |
Morgan Stanley Smith Barney Sharpens Its Focus With the two-year anniversary of the creation of Morgan Stanley Smith Barney, the industry's largest brokerage business continues to take shape. |
On Wall Street
May 1, 2011
Lorie Konish |
SEC To Revise Rules On Accredited Investors While proposed changes to the federal definition of an accredited investor seek to boost protection for investors participating in non-public offerings, financial advisors must approach the investments with vigilance, legal experts say. |
On Wall Street
May 1, 2011 |
Five Questions With Sean Walters Sean Walters of the Investment Management Consultants Association shares his thoughts on the industry and credentialing programs. |
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