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Registered Rep.
September 27, 2011
Charles Paikert |
That Mean Ole Internet Slander and How to Stop It Wealth managers are becoming increasingly concerned about how to effectively manage their valuable, but vulnerable, reputations. They are even concerned about how their clients are being portrayed online.   |
Registered Rep.
September 27, 2011
Joshua Brown |
Opinion: In Defense of the Asset-Based Fee Model If there is a client who feels he is paying fees to a fee-based financial advisor and is unsatisfied with the service -- that client is able to make a single phone call to the custodian brokerage firm and terminate the advisor's fee agreement. |
The Motley Fool
September 27, 2011
Sean Williams |
Noah Holdings Shares Temporarily Popped: What You Need to Know Shares of Chinese high-net-worth wealth management company Noah Holdings popped as much as 11% this morning before giving up much of its gains, and now is up just 3%. |
Registered Rep.
September 26, 2011
Kristen French |
UBS Wealth Management Not For Sale; Analysts Say Don't Rule it Out Completely; Veteran FAs Calm Interim UBS CEO Sergio Ermotti and UBS Chairman Kasper Villiger sent a memo to advisors re-emphasizing that WMA is not for sale, a rumor that has been persistent despite continued denials by executives at the bank. |
Registered Rep.
September 26, 2011
Andrew J. Haigney |
Opinion: Asset-Based Fees Destroy Value The future lies in adopting an hourly rate structure for investment advice, combined with the use of low cost index funds. |
The Motley Fool
September 26, 2011
Dan Radovsky |
S&P Being Taken to the Woodshed The ratings agency will have to answer the SEC's questions about CDO ratings fiasco. |
Registered Rep.
September 23, 2011
Diana Britton |
Final Shape of Tax Reform Unclear, But Some FAs Take Steps to Prepare Clients Most financial advisors are taking a wait-and-see approach to President Barack Obama's tax proposal announced Monday, but some say it could pay to prepare clients for some kind of tax reform anyway. |
The Motley Fool
September 23, 2011
Robert Eberhard |
5 Foreign Banks Worth Considering Look for value in these foreign banks: Banco Bilbao... Banco Latinoamericano de Comercio Exterior... Banco Santander... Credit Suisse Group... HSBC Holdings... |
Registered Rep.
September 22, 2011
John Aidan Byrne |
McCann Memo Aims to Reassure Jittery UBS Brokers In a strongly-worded memo this week to employees at UBS Wealth Management Americas, CEO Bob McCann assured them that matters are under control. |
The Motley Fool
September 22, 2011
Tom Jacobs |
4 Second-Chance Stocks to Bank On Recapitalized banks and financials offer new upside and less of the risk than three years ago. Get there first on these companies' second chances. |
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