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Home > David Jacobson

David Jacobson

Articles by David Jacobson

What Clients Want To Talk About Now

You'd think that with interest rates at historic lows, assets highly undervalued and the prospect of a permanent estate tax, we estate planners would be deep in tax-planning sessions with clients

Fund Managers' Transfer Tax Risks

Private equity fund managers often own an interest in their funds, which seems ideal for wealth transfer planning. After all, their interest's initial

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New Company set up

Hello, I am currently in the process of setting up my own FA firm. Actually it is a financial service firm including bookkeeping and budgeting services with financial planning as well. My business model is to be a flat fee to review portfolios, make suggestions & assist client with paperwork etc . I do not want to actually manage the investments which I feel allows me to recommend low expense products such as index funds etc.. My clientele will be the small accounts that every other FA would not want....More

Being heavily recruited, but I'm taking my CFA?

Greetings earthlings, I am a bit of a nerd and slightly OCD. I started receiving emails when I got over 500 contacts on Linkedin and posted my financial resume on monster. I don't exactly know what I was hoping for, but I started receiving recruitment messages from places like Ameriprise. As is my way, I launched into full nerd mode and started researching the company. I am still in that phase now. It has only been 2 days. The person that called me, assured me that everything that was written in the recruitment email was correct:...More

The Most 'Liked' Brokerage in the U.S.

Check out which firms are the most (and least) popular on Facebook.

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Resource Network Updates

What Does Managing Risk Look Like?
Freed Advisors / Wealth Management
Cornerstone Asset Management Services, Inc.
Douglas Stone
Camelback Wealth Management

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Most Recent Blogs & Columns

Jun. 18, 2013

blog

Not So Fast: Congressional Letter Could Put a Kink in DOL’s Proposal

Thirty-two members of Congress from minority caucuses have sent a letter to the Department of Labor, arguing that the agency's fiduciary proposal could disadvantage their constituents and limit minority access to financial advisors....More

Jun. 18, 2013

Commentary

Death of the Small Broker-Dealer

Over the past decade, a tremendous amount of pressure has been laid on the shoulders of the small broker-dealers of the securities industry. Like the iconic Willy Loman in Arthur Miller’s Death of a Salesman, these small and/or independent brokerages are allotted a significantly shorter leash than they have been in years past......More