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Financial Advisor
September 2006
Sydney LeBlanc |
SMA/Nonprofit Connection Although SMAs have always provided an entree for financial advisors wishing to enter the high-net-worth market, they may also provide an entry point to a lucrative segment of that market -- foundations and endowments.   |
Financial Advisor
September 2006
Joel Bruckenstein |
Technology Roundup Upgraded versions of Junxure-i and Workstation Office offer new capabilities and opportunities... Advisor Workstation Office Portfolio Accounting System... Advent... etc. |
Financial Advisor
September 2006
Tracey Longo |
There For The Asking? Some agree banks' loss of investors' trust assets is a financial advisor's gain. Now, for that marketing plan. |
Financial Advisor
September 2006
Kristofor R. Behn |
Seller Beware Is selling a financial planning practice to an outsider the best way to extract its true value? |
Investment Advisor
September 2006 |
Contemporary Financial Solutions When it comes to an innovative business model, Contemporary Financial Solutions may have the most unique business plan: it welcomes lower producing representatives and treats them like VIPs. |
Investment Advisor
September 2006
Robert F. Keane |
The Investment Center If keeping your representatives satisfied is the name of the game for broker/dealers, then it's no surprise that Ralph DeVito and The Investment Center are the winning team in Division II this year. |
Investment Advisor
September 2006
Melanie Waddell |
Next Financial Group Only seven years old, NEXT Financial has won broker/dealer of the year honors for the sixth year in a row, and did it in three different divisions as its rep force has grown. |
Investment Advisor
September 2006 |
Woodbury Financial services Woodbury Financial is a big firm, with nearly 2,000 producing reps, and a big corporate parent in the form of The Hartford. But a simple comment on a Broker/Dealer of the Year ballot from one of Woodbury's reps was instructive on the firm's personal appeal to reps. |
Investment Advisor
September 2006 |
Pension Act Signed While pension experts say the recently passed Pension Protection Act of 2006 will indeed help remedy the funding problems that have plagued defined benefit pension plans, they doubt that it will resolve the insolvency woes of the Pension Benefit Guarantee Corporation. |
Investment Advisor
September 2006
James J. Green |
An Education Summit The Certified Financial Planner Board's annual meeting focused on improving financial literacy and financial eduction programs from elementary school on up. |
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