The HIRE Act
Mar 01, 2012
The Hiring Incentives to Restore Employment Act (the HIRE Act)1 of 2010, found in Internal Revenue Code Section 6038D, enacted foreign asset disclosure rules that apply to most U.S. taxpayers for the first time this tax filing season. Here's an...
Handling the Democratization of Dynasty
Handling the Democratization of Dynasty
Mar 01, 2012
These days, problems of governance could hardly seem more acute and alive in a public consciousness driven by the information revolution. There's a heightened need to pay attention to the realities of shifting modes of governance and...
Holding Family Business Interests In Trust
Holding Family Business Interests In Trust
Mar 01, 2012
Diversify, diversify, diversify. That's the mantra for trust investing under the Uniform Prudent Investor Act (UPIA), which has been adopted in some way, shape or form in virtually every state. It makes sense. Having all of your eggs in one...
JHS Capital Adds 75 Advisors with Paulson Acquisition
Mar 01, 2012
JHS Capital Advisors will grow its advisory force by over 75 percent with its purchase of Paulson Investment Company’s retail operations.
The Affluent Gender Shift
The Affluent Gender Shift
Mar 01, 2012
Two broad findings highlight how the economic challenges we’ve been experiencing over the past few years have fundamentally changed the relationship between the affluent investor and financial advisors.
Editor's Letter: March 2012
Mar 01, 2012
This month we're pleased to feature a piece by Joshua Brown, a financial advisor, a blogger (TheReformedBroker.com) and, well, industry gadfly. On page 31, we adapted a chapter from his forthcoming book about financial products to avoid. The book...
Inside the Mind of a College Freshman
Inside the Mind of a College Freshman
Mar 01, 2012
At a college workshop that I conducted recently in San Diego, I asked the dozens of parents in attendance to guess what percentage of high school seniors got accepted into their No. 1 college. Six percent, blurted out one dad. Before I could...
It’s a Tough Route for Younger Advisors
It’s a Tough Route for Younger Advisors
Feb 29, 2012
Dispensing financial advice for a living is a tough game if you are young. ...
BlackRock’s Fink: “We’re in a Perfect Storm Right Now”
Feb 29, 2012
While job growth is improving and the markets are rallying, BlackRock CEO Larry Fink said there’s still a gnawing sense of unease among CEOs and investors.
Ruling Hits Family Offices on Cost, Disclosure
Feb 29, 2012
Family offices received an unpleasant and unexpected surprise earlier this month – they are now going to have to register their commodity and futures trades. It will be an onerous, and potentially costly, process, many say.
Load More