Report : Wealth Management Firms To Jack Up CRM Spend
Report : Wealth Management Firms To Jack Up CRM Spend
Apr 07, 2011
Wealth management firms are expected to invest heavily in customer relationship management technology (CRM) over the next three years, according to a new report from Aite Group. The new technology would more efficiently store and manage vast...
The Workplace Roth(k): the Overlooked Cousin to the Roth IRA
Apr 07, 2011
The Roth IRA has been popular for more than a decade, but its workplace counterpart—the Roth(k)—has been slower to take off. Many employers held back until Congress clarified their future with the Pension Protection Act of 2006 (PPA) by removing a...
Switching To Independent Model Keeps Up Pace
Apr 07, 2011
Migration to the independent financial advisor model—independent b/ds and RIAs—is likely to continue unabated in 2011, a Fidelity Investments survey about advisor and broker sentiment released today suggests.
Core Marketing Activities of Elite Advisors
Core Marketing Activities of Elite Advisors
Apr 06, 2011
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Do-It-Yourself Advisors Launch Alternative Funds
Apr 06, 2011
As assets continue to flow to alternatives in the wake of the financial crisis of 2008 and 2009, many advisors are launching their own alternatives strategies to meet that demand. Advisors say this allows them to offer clients alternatives with...
Mad for Managed Futures
Mad for Managed Futures
Apr 06, 2011
After their bang-up performance in 2008, everyone is talking about managed futures. They can make great diversifiers in some portfolios, but be sure to do your homework. They're opaque, often highly leveraged, and can be expensive.
Clients Turning To Wealth Managers For Philanthropy Advice
Apr 05, 2011
Wealth managers don’t have to be experts when it comes to philanthropy, but they do need to be empathetic and knowledgeable about charitable giving, according to industry leaders who will be addressing the annual conference of the...
A Bond Bear Market? Not to Worry, Follow Vanguard’s Bogle’s System
A Bond Bear Market? Not to Worry, Follow Vanguard’s Bogle’s System
Apr 05, 2011
Worried that interest rates could rise for years to come, some investors have been dumping their bonds. But the extreme bears are probably overreacting. Under most scenarios, bonds will deliver modestly positive returns in coming years. What sort...
Tax Law Update
Apr 01, 2011
Ninth Circuit upholds late payment penalties and interest assessed against estate that filed incomplete Form 4768 The U.S. Court of Appeals for the Ninth Circuit upheld penalties and interest assessed against an estate that filed an incomplete...
Tax Law Update
Apr 01, 2011
Ninth Circuit upholds late payment penalties and interest assessed against estate that filed incomplete Form 4768 The U.S. Court of Appeals for the Ninth Circuit upheld penalties and interest assessed against an estate that filed an incomplete...
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