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Registered Rep.
June 18, 2014
Matt Oechsli |
Building a Multigenerational Wealth Management Team The most common exit strategy for a veteran advisor getting ready to retire is to sell his or her book according to the guidelines established either by their firm or industry valuations standards.   |
Registered Rep.
June 17, 2014
Anne Field |
When Clients Lose Mental Acuity It's a difficult, touchy and often heart-breaking challenge: how to handle aging clients who seem to be losing their mental acuity. |
Registered Rep.
June 17, 2014
Alan Lavine |
Who Should Buy an Income Annuity? Pre-retirees looking to secure future income might be attracted to deferred income annuities, and indeed sales of the policies are accelerating. |
Registered Rep.
June 16, 2014
Mindy Diamond |
When CPAs and Wealth Managers Come Together While the financial advisor and accountant might seem like a bit of an "Odd Couple" at the outset, there are significant synergies to be had. |
Registered Rep.
June 13, 2014
Mark Miller |
Can Older Unemployed Workers Salvage Their Retirement Plans? Nothing throws a financial plan off course like unplanned unemployment in the years leading up to retirement. Plenty of plans have been derailed in the aftermath of the Great Recession. |
Registered Rep.
June 11, 2014
Stan Luxenberg |
Bargains in Closed-End Funds? According to Thomas J. Herzfeld Advisors, the average closed-end bond fund now sells at a 6% discount to the value of its assets. You can buy $1 worth of bonds for 94 cents. |
Registered Rep.
June 9, 2014
Megan Leonhardt |
Costs Weigh Down U.S. Wealth Business U.S. and Canadian brokerages continued to have the most cost-intensive wealth management model, leading to relatively flat profit levels. |
Registered Rep.
June 3, 2014
Diana Britton |
Are IBDs Turning a Corner? In April, the number of new b/d formations (17) outpaced the number of withdrawals (13) for the second straight month, according to a new report by Fishbowl Strategies |
Fast Company
Jul/Aug 2014
Nancy L. Miller |
Money: Facebook's Final Frontier. Why Payments, Not Virtual Reality, Are Its Next Holy Grail Even JPMorganChase CEO Jamie Dimon and American Express CEO Kenneth Chenault expect Facebook (and Google) to be a future rival of their mega-banks. |
| AskMen.com |
Hockey Stars On Wall Street We tracked down a bunch of former professional hockey players and college stars who are now working on Wall Street as traders, financial advisers, hedge funders and bankers. |
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