WealthManagement.com
Home > T&E Plus App > Sponsored Content

Sponsored Content

RSS
  • Jan. 7, 2013
    Article
    Trusts & Estates

    Overview of the Philanthropic Impact of the "American Taxpayer Relief Act of 2012"

    On January 1, 2013, Congress enacted the American Taxpayer Relief Act of 2012 (ATRA).  While this legislation will have broad impact on the nation as a whole, in the this paper we take a first look at the aspect of the law that will impact philanthropic funding of America's nonprofit community. ...More
  • Nov. 30, 2012
    Article
    Trusts & Estates

    Election 2012: Déjà Vu All Over Again

    The election is over. Now what? The general elections are behind us, billions of dollars have been spent by all parties, and the outcome is that all the pieces on the chessboard remain roughly the same. President Barack Obama retains the White House, Republicans hold the House, and Democrats continue to control the Senate. Despite several new faces and a minor shift in the...More
  • Oct. 23, 2012
    Article
    Trusts & Estates

    How Wealth Managers Are Winning Business with the Ultra-Wealthy  

    Download this whitepaper to learn how leading wealth managers are effectively winning business with ultra high net worth investors, featuring an in-depth interview with David Friedman, President of Wealth-X, a provider of detailed intelligence on UHNW individuals around the world. You'll learn how to:...More
  • Oct. 5, 2012
    Article
    Trusts & Estates

    Why bad decisions happen to good people  

    ...More
  • Oct. 1, 2012
    Article
    Trusts & Estates

    Planning with Real Estate  

    The gift tax exemption drops from $5.12 million to $1 million per person if current tax cuts are allowed to expire at the end of 2012. For your family or your favorite charity, now is the time to take advantage of these tax benefits without hurting your liquidity. Think: gifting real estate. Just be aware of all the many considerations in passing on a piece of property—the right structure, the terms, the tax benefits and who should pay for the broken china.  ...More
  • Oct. 1, 2012
    Article
    Trusts & Estates

    Selecting a Custodian: A Daunting Task!  

    Institutional investors are known as the “Buy-side” within the financial services industry. This is due to their need for investment assets, though they also sell investment assets. Types of institutional investors in the Buy-side category include: Asset Managers, Bank Trust Offices, Endowments, Family Offices, Foundations, High Net Worth Investors, Insurance Companies and Investment Advisors.  ...More
  • Oct. 1, 2012
    Article
    Trusts & Estates

    The Case for the 20,000 Dow  

    Individual and institutional investors alike have been shifting their capital from stocks to cash and bonds at a rapid rate in recent years, despite extraordinarily low interest rates. We think that 10 years from now, investors will wish they had stayed in stocks—or added to them.  ...More

App Content

App Exclusive

Sponsored Content

Hot Topics

Trusts & Estates Plus
RIAs
IBDs
Wirehouse
Estate Planning
Photo Galleries
Advisor Trend Monitor
The Advisor Forums
AdvisorBenchmarking
Resource Network
Latest Forums Topics

http://wealthmanagement.com/site-files/wealthmanagement.com/files/uploads/2013/02/forums-graphic.jpg

Ed Jones to Wells Bank Channel (WBS)

I'm at EJ now in my 3rd year.  I'm in a difficult market for EJ and I'm a true scratch starter.  I'm above expectations, but getting tired of hunting money.  I'm considering going to work at Wells Fargo, who has a huge presence in my town.  The postion would be a bank advisor (WBS) and to me this sounds like a "piece of cake" after being at EJ.  Am I clueless or is the grass really greener?  If you're at WF or at another bank, please give me your thoughts. ...More

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


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



Read the Story
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

Browse Blogs Browse Columns
Market Data

Financial Services Company Watch List

Market index values delayed 15 min

Newsletter Signup

Connect With Us
WealthManagement.com

Copyright © 2013 Penton