Ludwick v. Comm'r
Jan 01, 2011
Court applies cost of partition discounts to tenancy in common interests held by husband and wife in a residence The Tax Court recently upheld, but reduced, minority interest discounts on the value of two tenancy in common interests conveyed to...
60 Seconds, Jan. 2011: Tarek Helal
60 Seconds, Jan. 2011: Tarek Helal
Jan 01, 2011
Tarek Helal, Raymond James, CFA, vice president of Product Development & Research in the Alternative Investments Group
Comings & Goings: Jan. 2011
Jan 01, 2011
Legg Mason has tapped Peter Nachtwey as its new chief financial officer, replacing Terrence Murphy, who has served as interim CFO since July. Nachtwey joins from The Carlyle Group, where he served in a similar role at the alternative investment...
That Pesky Risk Devil
That Pesky Risk Devil
Jan 01, 2011
As we look ahead to 2011, we obviously don't know for sure what markets will bring us. But the greatest risk clients face is trying to avoid risk altogether.
Capitalizing on ETF Price Wars
Capitalizing on ETF Price Wars
Jan 01, 2011
The New Year will bring continued downward pressure on asset management fees. Will you keep the change or pass the saving through to your clients?
Top Line Econ News Is Nearly Useless
Top Line Econ News Is Nearly Useless
Jan 01, 2011
It's a big mistake to react to headline reports of employment, and an even bigger mistake to make investment decisions based on them.
Edit Letter Jan. 2011: Welcome a New VP of Financial Services
Edit Letter Jan. 2011: Welcome a New VP of Financial Services
Jan 01, 2011
As we celebrate our 35th year of publishing in 2011, I thought it might be beneficial to introduce William O'Conor, who takes the helm of our financial services group.
Auld Lang Syne
Jan 01, 2011
What was your average employee thinking about when the ball dropped? According to a survey conducted by Principal Financial Group, the top New Year's resolution among employees is to pay off credit card debt (35 percent), followed by putting a set...
Financial Goalbusters Vary
Financial Goalbusters Vary
Jan 01, 2011
Financial advisors and their clients diverge widely in their perceptions of what is preventing clients from reaching investment goals.
Outlook 2011: The Changing Face of Wall Street
Outlook 2011: The Changing Face of Wall Street
Jan 01, 2011
In the following 11 pages we examine some of the major trends that will affect the retail financial advisor in 2011.
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