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Financial Planning
May 1, 2011
Bogan & Doss |
Harnessing Human Capital As much as we believe in the relevance of compensation research, our own experience has led us to the conclusion that compensation is but one component of successful human capital programs at financial advisory firms.   |
Financial Planning
May 1, 2011
Karen C. Altfest |
Presumed Guilty Even if we think we've been successful for a long time, we never can stop presenting our credentials and accomplishments, and demonstrating our stability to those who are new. As you sit in prison, Bernie Madoff, thanks for the reminder. |
Financial Planning
May 1, 2011
Donald Jay Korn |
Wedded Bliss The Tax Relief, Unemployment Insurance Authorization and Job Creation Act of 2010, made dramatic changes to estate taxes. The federal exemption, known as the applicable exclusion amount, was set at $5 million, far above the $3.5 million in effect when the estate tax was last seen, in 2009. |
BusinessWeek
May 5, 2011
Clea Benson |
A Renewed Crackdown on Redlining In the wake of the subprime implosion, the Obama Administration has stepped up its scrutiny of disadvantaged neighborhoods' credit access. |
BusinessWeek
May 5, 2011
David Kamp |
Book Review: The Wizard of Lies: Bernie Madoff and the Death of Trust by Diana B. Henriques The Ponzi-scheming sociopath finally opens up. How'd he do it? Lots of practice |
Registered Rep.
May 5, 2011
Lauren Barack |
Dropping Out of the Tech Arms Race The push to buy every technology bell and whistle that hits the financial service market can break the budget of any financial advisory. |
Registered Rep.
May 5, 2011
Matt Oechsli |
Build Trust, Win Affluent Clients, Become a Rainmaker Much is required of today's financial advisors in order to earn a recommendation. |
Registered Rep.
May 4, 2011
Kristen French |
Edward Jones Aims to Quadruple Veteran Hires Long known as a firm that trains greenhorns and career changers from the ground up and then holds onto them for life, the firm is getting serious about recruiting financial advisors with experience. |
Registered Rep.
May 4, 2011
Jerry Gleeson |
Complex Assets Find a Place in HNW Donor Strategies Affluent households with philanthropic inclinations are giving more than just cash these days. |
Registered Rep.
May 4, 2011
Charles Paikert |
When Advisors Become Minders Services for older clients are becoming increasingly important, and those offerings go way beyond asset management, estate planning and other traditional financial-oriented wealth management tasks. |
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