Capitalizing on Crisis
Aug 18, 2011
Phoenix—“The market volatility is getting to everyone,” Greg moaned as we chatted briefly following my talk. “I recognize that it’s a perfect storm for rainmaking, but I can feel my support personnel getting pulled into the panic. I guess it’s...
CFP Registrations Spike Ahead of New Course Mandate
CFP Registrations Spike Ahead of New Course Mandate
Aug 17, 2011
The Certified Financial Planner Board of Standards has decided that applicants for the coveted CFP mark must take a controversial 45-hour “capstone” course, starting next year, before being allowed to sit for the certification exam...
FSI Goes “Neutral” on California Independent Contractor Bill
FSI Goes “Neutral” on California Independent Contractor Bill
Aug 16, 2011
The independent b/d industry successfully lobbied to amend a bill recently introduced in California that would prohibit the “willful” misclassification of independent contractors who fit the definition of an employee...
LPL Conference Opens with New Initiatives, Support for Advisors
Aug 10, 2011
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The Ten to Watch 2012
The Ten to Watch 2012
Aug 04, 2011
Expect these people to change your world in the next 12 months.
Wealth Management Practice By and For Women Launched By San Diego Firm
Wealth Management Practice By and For Women Launched By San Diego Firm
Aug 03, 2011
A San Diego wealth management firm has launched a separate practice group staffed by women and targeted at women, specifically high-net-worth women over 45 who own their own businesses, are going through a divorce or have become widows.
Tax Law Update
Aug 01, 2011
Internal Revenue Service rules that a will's it is my desire language is a mandatory bequest In Technical Advice Memorandum 201126030.
Tax Law Update
Aug 01, 2011
Internal Revenue Service rules that a will's it is my desire language is a mandatory bequest In Technical Advice Memorandum 201126030.
The Elephant in the Room
Aug 01, 2011
Family Office Exchange (FOX) has long maintained that an informed and educated client is a better client. This is especially true when it comes to wealth management fees. Yet, so often clients don't know their wealth management costs or what...
Giving Crummey Notices: Best Practices
Aug 01, 2011
Estate planning practitioners regularly include some form of withdrawal rights in irrevocable trusts, exercisable with respect to a specific amount and for a limited period of time, to enable the trust's donor to use his Internal Revenue Code...
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