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...
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...
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...
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...
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...
Great Neck, NY – May 19, 2011- The Institute of Business Appraisers (IBA), the oldest professional society devoted solely to the appraisal of closely-held businesses, has announced the election of Mark S. Gottlieb to the Education Board for the...
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...
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...
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...
