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Registered Rep.
November 1, 2004
Susan L. Hirshman |
When Taxes Hit (Second) Home It is to an advisor's advantage to have some idea of the tax implications of a client's purchase of a second home.   |
Registered Rep.
November 1, 2004
Bill Singer |
Read It and Steep When dealing with lawyers, especially on matters as complex as securities law, even the most controlling clients are tempted to go passive. |
Registered Rep.
November 1, 2004
Mindy Diamond |
Weighing a Merger's Implications When a securities firm is in the process of merging with another, the knee-jerk response of many reps is to scramble for the exit. Strangely enough, this hasty reaction often is a smart one. |
Registered Rep.
November 1, 2004
Matt Oechsli |
The Power of Positioning Playing out of position is something that rarely works out long term. It's true in sports and it's true for financial advisory teams. |
Registered Rep.
November 1, 2004
Shaw Grove & Alan Prince |
Because They Can With more advisors chasing high-net-worth clients, family offices have officially entered "buyer's market" territory, which is bad news for those who dislike tending to the nonfinancial demands of ultrawealthy clients. |
Registered Rep.
November 1, 2004
David A. Gaffen |
Right Place, Right Time In his 30-year career as a financial advisor, Mal Makin has made a habit of being in the right place at the right time. |
BusinessWeek
November 15, 2004
Balfour & Roberts |
The Leak In China's Banking System Frustrated with low returns, Chinese savers are taking money out of state banks and lending it themselves. |
National Real Estate Investor
November 1, 2004
Parke Chapman |
CB Richard Ellis Denies Sexual Harassment Claims Brokerage firm CB Richard Ellis is fighting a sexual harassment lawsuit that, if certified as a class-action case, has the potential to include as many as 9,000 former and current CBRE employees seeking damages from the firm. |
IDB America
October 2004
Enrique V. Iglesias |
Solving the Competitiveness Conundrum The IDB is proud of the role it has played in promoting administrative, financial and judicial reform in its Latin American member countries, both through the Bank's lending programs and in the many innovative initiatives taken by its Multilateral Investment Fund. |
Registered Rep.
November 4, 2004
David A. Gaffen |
Serenity Reigns in Boca Raton Perhaps it was the recent victory of President Bush that heartened this business friendly crowd, or the tranquil Boca Raton setting, but the annual Securities Industry Association conference exudes an oddly serene tone. |
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