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Registered Rep.
September 1, 2004
Ruth Halcomb |
Solidifying a Client Marriage There are a number of reasons advisors need to understand prenups and the battles that may accompany them, but one stands out above the others: If a client loses assets in a divorce, his advisor usually loses them as well.   |
Registered Rep.
September 1, 2004
Kevin McKinley |
Running Through the Ribbon The following strategies will ensure financial advisors' clients have enough money to get Junior to the end of his senior year of college. |
Registered Rep.
September 1, 2004
Daniels, Leibell & Prince |
On Ambulance Chasing and Asset Protection There is a need for estate planners to protect client assets from claims that could result from lawsuits. Here are seven characteristics of an effective asset-protection program, all of which should be part of an integrated estate plan. |
Registered Rep.
September 1, 2004
Andre Cappon |
Recruit or Reboot? In terms of retail securities firms and life insurance companies here is a list of some of the pros and cons of training new producers or recruiting experienced producers from competitors. |
Registered Rep.
September 1, 2004
Susan L. Hirshman |
Calling on Nonprofits Financial advisors who present themselves as fiduciary experts can help nonprofit organizations while simultaneously expanding their own businesses. |
Registered Rep.
September 1, 2004
Tracy Byrnes |
Flying Solo Defined-benefit plans are making a comeback --- but with a twist. |
Registered Rep.
September 1, 2004
Bill Singer |
The Big Board Paddles the Wayward What follows is a smattering of legal cases recently settled by the NYSE. None of the respondents got off lightly and given the age of these matters, it seems that the intrepid NYSE is willing to stay the course. |
Registered Rep.
September 1, 2004
Mindy Diamond |
Of Myths and Moving A large number of brokers labor under a group of myths and misconceptions that keep them from managing their careers effectively. |
Registered Rep.
September 1, 2004
Matt Oechsli |
The Myth of Reluctance There are four important facts for advisors who struggle to get new client introductions from their current affluent clients. |
Registered Rep.
September 1, 2004
Grove & Prince |
Onward, Downward The new family-office model has a very different motive: profit, as opposed to privilege. |
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