REP. April 2014

Browse articles from the April 2014 edition of REP. Magazine.


  • Apr 1, 2014
    data table

    2014 Top 25 Women-Owned RIAs  

    To land on the list, female advisors were required to directly own at least 25 percent of the firm. Additionally, these women have at least some individual clients for whom they do financial planning and have no more than 50 percent institutional clients....More


The Practice

Wealth Planning



  • Mar 31, 2014

    Advisors Make More Than Their Parents

    Financial advisors tend to be better off than their parents, making about 8 percent more than them in adulthood, according to a recent analysis by NPR....More
  • Apr 2, 2014

    The Blotter Report: Eating the Paper Trail

    Would-be fraudsters beware: Eating the evidence will not deter the Securities and Exchange Commission. A Morgan Stanley stockbroker and an employee at a prominent New York law firm found that out the hard way when the two were charged with insider trading last month....More
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