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When preparing your financial advisory practice for sale, one of the most challenging aspects of the transaction is coming up with a proper value. If you are like many financial advisors, you may not have considered how much your practice is worth...
When I was an advisor, I was often shocked to discover that many of the advisors I worked with didn't know their production and that very few had plans to grow their practices. Many did not know within 20% where they were in production for the...
One of my favorite advertising slogans from childhood was the Wendy’s “where’s the beef?” question regarding competitor (i.e., McDonalds and Burger King) hamburgers...
Bond Market Outlook
Global Interest Rates: With valuations rich and yields biased higher, we are strategically negative on rates.Global Currencies: The relative strength of the U.S. economy will continue to support the dollar versus other DM ...
• Illinois Appellate Court holds Illinois can’t tax trust under due process clause—In Linn v. Department of Revenue (2013 Ill. App. (4th) 121055), an Illinois Appellate Court held that a trust wasn’t subject to Illinois...
Calvert Investments: Cathy Roy, chief investment officer, fixed income, Natalie Trunow, chief investment officer, equities, and Steve Van Order, fixed-income strategist met to discuss the key investment themes they see shaping the markets in 2014.