advisor corner Advisor Corner: Six Questions to Ask Yourself in 2011As the year comes to a close, it’s a good time to take stock of where your business is today and where it is going. That includes thinking about your current business model...
THIS MONTH's features Tips for Successfully Transitioning Your TeamWhether you’re a solo advisor or a member of a team, there are many things to do to help your transition goes smoothly, such as hiring a competent securities attorney...
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WELCOMEWelcome to the second issue of The Next Move, an independent source of practical advice about how to make the most of your career. If you would like to keep receiving this e-letter you will need to opt-in by clicking on the following...
The torch and pitchfork brigade rose in force to confiscate the earnings of the AIG employees responsible AIG bonuses are outrageous—but taxing them is just plain stupid. Will somebody please start making sense?
This week, Stifel Nicolaus announced it was buying 55 UBS wealth management branches spread across 24 states, which include $15 billion in assets under management, 320 reps and over $100 million in revenue. The St. Louis regional b/d will make an...
Court refuses to let a personal representative wiggle out of paying for his improper conduct by declaring bankruptcy. In Kurzon, 399 B.R. 274 (Bankr.M.D.Fla. April 17, 2008), a Florida judge held that the former personal representative may not...
From: Registered Rep. [[email protected]] Sent: Monday, March 23, 2009 10:05 AM Subject: Invitation to the premier networking event of the year This message has been sent by Registered Rep. on behalf of Wealth Management...
Wealth Transfer Planning (InterActive Legal Systems), by Jonathan G. Blattmachr and Michael L. Graham, is a sophisticated automated drafting system for estate-planning documents
