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Registered Rep.
April 29, 2013
David Armstrong |
Think Locally, Act Globally: Margaret Graff Advisor Margaret Graff's foundation, Mundito, supports Free the Slaves, an international organization dedicated to ending modern day slavery.   |
Registered Rep.
April 29, 2013
Elizabeth Ody |
Soldiering On: John G. Kulhavi Advisor John G. Kulhavi probably wouldn't call himself a hero. But it's hard not to think of that word when noting Kulhavi's accomplishments as a decorated Vietnam War veteran and generous donor and volunteer for charitable causes. |
Registered Rep.
April 29, 2013
Diana Britton |
Hope Amid Uprising: Doug Myers Advisor Doug Myers and his wife have personally donated $200,000 to an Egyptian orphanage. |
Registered Rep.
April 29, 2013
Elizabeth Ody |
Enabling the Disabled: Don Whitehead Don Whitehead wins the Advisor with Heart Award and volunteers through TIRR Memorial Hermann, a Houston hospital that specializes in rehabilitation. |
Registered Rep.
April 29, 2013
Megan Leonhardt |
A Friend to Fido: Jack Wimer II Advisor Jack Wimer, a Grove, Okla.-based advisor, founded Friends of Fido, an organization focused on getting meals to pets with owners participating in the local Meals on Wheels organization. |
Registered Rep.
April 29, 2013
Brill & Donovan |
The Perils of Global Giving Global philanthropy is on the rise, but wealthy individuals and foundations need to avoid the legal pitfalls. |
Registered Rep.
April 29, 2013
David Armstrong |
Editor's Letter: May 2013 The editor comments on eliminate mandatory arbitrations in conflicts between advisors and clients, plummeting advisor confidence, and a correction to a story about investing in Europe. |
Registered Rep.
April 26, 2013
Megan Leonhardt |
All That Glitters... James Rickards is a 35-year veteran of Wall Street and the capital markets. An avowed proponent of holding gold and a critic of the Federal Reserve, he's the author of Currency Wars: The Making of the Next Global Crisis and a senior managing director of Tangent Capital in New York City. |
Registered Rep.
April 25, 2013
Matt Oechsli |
Friend Me The Oechsli Institute's 2013 Affluent Investor Research paints a very clear picture: Today's affluent investor insists on having a business and personal relationship with their financial advisor. |
Registered Rep.
April 23, 2013
Anne Field |
Drowning in Accounts The first challenge? Getting clients. The second? Getting rid of them. |
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