The cooling off of recruiting bonuses didn’t last very long. This week Morgan Stanley Smith Barney upped its recruiting offer for “top quintile” reps to 330 percent of trailing 12-month production—among the highest figures...
Victorious estate in FLP discount case A district court in Arkansas ruled in favor of a decedent's estate and awarded it a refund of about $41 million. In Estate of Murphy v. United States, Case No. 07-CV-1013 (W.D. Ark. 2009), the court based its...
To appreciate how harsh HEART (Heroes Earning Assistance and Relief Tax Act) can be for expatriates and their beneficiaries, we first must truly understand the application of federal estate and gift tax rules for U.S. citizens, U.S. residents, and...
Christopher S. Sargent and Pamela Bolanis didn’t take the decision to commit lightly. Indeed, they held countless discussions over a period of two years before forming a financial advisory team together
Perhaps you’re thinking about expanding your family and would like to scale back your hours. Or maybe retirement is in sight, but you’re not quite ready to quit working altogether
Christopher S. Sargent and Pamela Bolanis didn’t take the decision to commit lightly. Indeed, they held countless discussions over a period of two years before forming a financial advisory team together
After more than five years at Registered Rep., John Churchill is leaving for a new job and a new life in the Old World. John, along with his wife Birgitte and their 2.5 year-old son, Andreas, is moving to Copenhagen in November. With another baby...
If having more autonomy, greater alignment with your clients’ interests and potentially keeping a bigger share of the profit appeals to you, becoming an independent advisor might be up your alley
