If they haven’t already, financial advisors and wealth managers should take extra steps to protect themselves from client litigation. Though the violent spike in customer arbitration filings in the first quarter of this year has subsided...
In an effort to cut costs, some brokerage firms such as UBS and Morgan Stanley Smith Barney are restructuring their branch office organization and changing the rules about which managers must generate production. Consultants and recruiters are...
Registered reps who have shunned life insurance for their clients due to complex, time-consuming underwriting can breathe a sigh of relief. Insurers now offer “simplified issue underwriting,” a typically automated and more efficient...
Learning to efficiently originate and edit documents in Microsoft Word
Asian stocks hit a 14-month high Tuesday, with the MSCI index of Asia Pacific shares outside Japan up almost 55 percent year-to-date. But that doesn’t mean it’s too late to invest in the sector, as long as you have a long-term...
Pitcairn, a leading multi-family office, received the 2009 Interdisciplinary Achievement Award from the Family Firm Institute (FFI), a professional membership association founded in 1986, at its recent annual meeting
It looks like fractional interest gifts of art will be a viable strategy for the wealthy once again.