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Financial Planning
June 1, 2012
Martin Shenkman |
Estate-Tax Minefield The rest of this year promises to be very challenging for planners with wealthy clients. The federal exemptions on gift and estate taxes currently stand at $5.12 million, but they are scheduled to drop to $1 million in 2013 unless lawmakers act.   |
Financial Planning
June 1, 2012
Jim Grote |
Risk Guru Re-arms For Jerry Miccolis, the market meltdown of 2008 was particularly shocking. He regards himself a risk guru and yet, like almost everyone else, he was caught by surprise. |
Financial Planning
June 1, 2012
Scott Wenger |
The Power of Size The law of large numbers doesn't seem to apply to our highly anticipated 27th annual survey of independent broker-dealers. |
Financial Planning
June 1, 2012
Ann Marsh |
Women Advisors Forum/Chicago: Strategizing to Grow Top female advisors from across America will gather in Chicago on June 12 for a one-day intensive session at SourceMedia's next Women Advisors Forum to share the secrets and strategies they use to boost their practices. |
Financial Planning
June 1, 2012
Ackermann et al. |
Hot Topics Ultrawealthy increase allocation to aternative investments... Independent broker-dealers struggling to survive... LPL nabs $560M team... |
Financial Planning
June 1, 2012
Kristen Capuano |
The Big Idea: Fighting Contango For investors and advisors eager to add to or adjust their commodity allocations, the contango-fighting approach of a next-generation commodity product may be worth a closer look. |
Financial Planning
June 1, 2012
Ann Marsh |
Person of Interest: Better to Give In a decade, David Rosell built his firm to $20 million in AUM. But he took just a single year to jump to nearly $40 million in AUM in 2011. He did it mostly through a $26,000 breakthrough campaign that targeted certain big earners and marked a departure from his previous marketing efforts. |
Financial Planning
June 1, 2012 |
Upcoming Events Women Advisors Forum... National Assoc. of REITs... Investment Management Consultants Association... |
On Wall Street
June 1, 2012 |
Top 10 Branch Managers of the Year As a couple of our top managers say, it is the people you surround yourself with that matters. For the 10 men and women here, it is also their understanding of how each of their advisors operate that has led to their branches' success. |
On Wall Street
June 1, 2012
Sasha Franger |
Deciphering Fund Fees Profitability is an important consideration for investors and investment advisors. It can help investors and investment advisors judge whether or not a firm has the ability to invest in its own business, one indication of the soundness of the business. |
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