An advisor recently asked me to evaluate a structured CD he was considering; the market linked CD paid a variable coupon derived by the performance of a basket of 10 stocks.
Why are we interested?
For this particular investment, the correlation...
Woodbury Financial selected its new president and CEO from within the ranks, tapping former vice president of and field development Rick Fergesen to lead the firm Monday.
Fergesen takes over the role as president and CEO in charge of leading Woo...
• New revenue procedure provides method to obtain extension of time to make portability election for certain estates—Revenue Procedure 2014-18 describes the method for applying for an extension to elect portability for a decedent&rsquo...
Fifteen years ago, a good friend of mine and I found ourselves working for different, but equally prominent, investment firms. He vividly recalls his firm’s decision to pay $30,000 for a web design company to spend months creating what was...
Most advisors want more time in the day to spend with existing clients and prospecting for new. The fact is, many need more reliable support staff to grow their business to the next level...
Financial advisors say their optimism over the state of the economy and the future of the equity markets, while still positive, has waned in the past month.
