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  • Oct. 1, 2011
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    Trusts & Estates

    Silicon Valley Community Foundation  

    Silicon Valley Community Foundation is committed to solving the most challenging social problems in service of the common good. Since 2007, we have awarded...More
  • Oct. 1, 2011
    article
    REP.

    What Color is Your Golden Parachute?

    The RIA route offers plenty of rewards for those who want independence....More
  • Jun. 1, 2011
    article
    Trusts & Estates

    Life and Death Decisions  

    Executors of estates of decedents who died in 2010 face a tough choice under the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act...More
  • Nov. 1, 2010
    article
    REP.

    College By Numbers

    Calculating EFC, or expected family contribution, is essential to finding a college that's the best financial fit. You can help your clients....More
  • May 1, 2010
    article
    REP.

    Outstanding Advisor Linda Stirling

    Help for grieving mothers....More
  • Apr. 1, 2009
    article
    REP.

    Chad Coe

    Chad Coe, Deerfield, Ill. Coe Financial Group, First Allied...More
  • Mar. 1, 2009
    article
    Trusts & Estates

    Note From the Editor  

    The economic news continues to be dire. President Obama seems to be announcing new initiatives every day. And America seems to be holding its breath,...More
  • Mar. 1, 2008
    article
    REP.

    Small Businesses Need New Bootstraps

    Times are tight for small-business owners. Not immune to the sub-prime mortgage collapse, many are finding their best sources of capital home equity financing...More
  • Mar. 1, 2008
    article
    REP.

    Partners In Dime

    As competition for clients and talent in the financial advisory business intensifies, custody and clearing firms are doing everything they can to help...More
  • Dec. 1, 2007
    article
    Trusts & Estates

    Transferring the Intangible  

    The wealthy have far more to bequeath to the next generations than their dollars. That's why a comprehensive estate plan addresses intangible assets as...More
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Absolute Perfection

This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 

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Life after wirehouse? 1

After 18 months in the industry, all at WFA, I will be leaving the firm. I have not had great success at a wirehouse. It started well in the apprentice period and the first 6 months, but I missed my hurdle at the 9 month mark and have been scraping by ever since. After taking a further look at the requirements for the next 3 years, I realize that my head is going to be on the chopping block for most of that time barring someone in my network hitting the Powerball. I take full responsibility for this, but I will add that my firm has offered me little, if any, support at the local level....More
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May 17, 2013
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Walnut Street Team Turns Down Cetera Deal to Join Boutique IBD

A $145 million AUM team from Walnut Street Securities has turned down a retention deal from Cetera to join SCF Securities....More
May 16, 2013
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The Checks Aren’t Always Equal: Why RIAs Should Tap Multiple Custodians for a Successful Practice

Challenging economic climates often bring unforeseeable opportunities. New opportunities could, of course, help your clients maximize their potential. With the evolution of new technologies, financial products and account needs, new custodians have emerged to provide specialized services....More

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