The wealth management industry is at an inflection point. Investors are demanding holistic advice and customized financial planning to meet their specific retirement and lifestyle goals at the household level. Embracing technology is the only way...
Dallas: “What does your research say is the #1 reason for an affluent prospect to select one financial advisor over another?” asked Tony during the Q & A session following my keynote. This is a question that every advisor wants...
Edward Jones is changing tack a little bit. Long known as a firm that trains greenhorns and career changers from the ground up and then holds onto them (mostly) for life, the firm is getting serious about recruiting experienced financial advisors.
Affluent households with philanthropic inclinations are giving more than just cash these days. Officials at the two top donor advised funds in the United States, at Fidelity Investments and Schwab Charitable, say that complex assets are making...
For estate and tax planners, 2010 was a year in which more questions were raised than resolved. In the end, executors of estates of decedents who died in 2010 were left with two estate tax regimes to choose from. What are the key factors to...
The gentleman was in his mid-70s. A successful businessman, now retired, he had always played the odds, so naturally he thought he would die before his wife. He was wrong. His wife died first, and the businessman went to pieces. He became...
After launching with a big splash in December, Dynasty Financial Partners is now trying to make good on its initial promise to emerge as the preferred service provider for independent wealth managers catering to clients with over $5 million in...
Cleveland financial planner, Nan Cohen, starts new firm that’s created around clients’ lifelong financial planning needs.CLEVELAND, OH May 2, 2011 – Cleveland-based Creekside Financial Partners, LLC, is proud to announce the opening of their new...
In 2003, the mutual fund industry got slammed when the Securities and Exchange Commission started investigating the market timing and late-day trading activities of several fund families, including Putnam Investments, Janus Capital Group, Invesco...
