College Aid Checklist for Grandparents
College Aid Checklist for Grandparents
May 25, 2011
There are plenty of generous grandparents out there who would love to help their grandchildren with their college costs. While that’s a wonderful instinct, the last thing that parents want is for grandma and grandpa’s generosity to...
Investment Managers Face Heightened Scrutiny
May 25, 2011
As more wealth managers and multi-family offices outsource their investment decisions to third party asset managers, these assets managers are coming under greater scrutiny—and not just for their investment performance...
Second Quarter 2011 Investment Outlook: Appetite for Real Estate Grows
Second Quarter 2011 Investment Outlook: Appetite for Real Estate Grows
May 24, 2011
Nearly two-thirds of respondents (64 percent) to an online survey of investors conducted this spring by National Real Estate Investor and Marcus & Millichap plan to to boost the size of their commercial real estate portfolios over the next 12...
Cyber Hackers are Faster and Better Equipped ThanYou
Cyber Hackers are Faster and Better Equipped ThanYou
May 24, 2011
Mark Clancy is intimately familiar with the in’s and out’s of cyber hacking attacks. As managing director and Corporate Information Security Officer at the Depository Trust and Clearing Corporation (DTCC), Clancy’s job is to pay...
Ninety-five Percent Payout? I Don’t Think So
Ninety-five Percent Payout? I Don’t Think So
May 23, 2011
You know that 95 percent payout the broker/dealer down the street is offering you to join? Sounds very appealing right? But have you pulled back the curtain on that number a little bit? The headline payout numbers offered by firms can often be...
Fee-Only FAs Positioned Well to Capture Retirement Plan Assets
May 20, 2011
Fee-only advisors have a significant opportunity to go into the retirement planning business, said Gary Allen, a principal at Prudent Investor Advisors, an RIA specializing in retirement plans. During NAPFA’s annual conference in Salt Lake...
Clients Need Extra Hand Holding Amid Looming Debt Crisis
May 20, 2011
Advisors should be doing some extra hand-holding this summer as we wait to see how the country’s debt crisis will play out, said David Gergen, senior political analyst at CNN, during his keynote presentation at NAPFA’s National...
NAPFA Highlights Opportunity for Younger Advisors
May 20, 2011
Younger advisors are going to play a more integral role in the industry going forward, as $18 trillion in assets is set to move from the Baby Boomer generation to Generations X and Y from 2017 to 2052, said Tom Bradley, president of TD Ameritrade...
Actively Managed ETFs: A Little-Known Niche Market
Actively Managed ETFs: A Little-Known Niche Market
May 19, 2011
Ever since the first index-tracking fund was launched the early 1970s, investment pundits have been throwing brickbats at each as they debate the merits and the costs of active management. You know the argument. It basically boils down to this: &...
NAPFA Announces Rebranding Campaign, Plans to Become Leader in Financial Planning
May 19, 2011
NAPFA, a trade organization for fee-only advisors, hopes to become the recognized leader in support and business development to the financial planning profession by 2020, and the organization has launched a new branding campaign to reflect that...
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