January 7, 2008 – Samuel Weiner, a member of the Tax, Trusts & Estates Department in the law firm Cole, Schotz, Meisel, Forman & Leonard, P.A., was selected for membership in the exclusive American College of Trust and Estate Counsel (ACTEC)
Registered Rep.’s Top 50 Advisors: Get Institutionalized It has long been the case that the heaviest hitters rely mostly on high-net-worth retail clients for their outsized success. But now many advisors are finding what they seek one more link up...
2009 Sales Assistant Survey: Picture of a Sales Assistant (SA)Registered Rep.'s October 2009 Sales Assistant Survey data in charts and tables ...
Registered Rep.’s 2009 Broker Compensation Survey: Making Ends Meet Financial advisors’ wallets have been ravaged by the current market and economy. Some of them are taking desperate measures. But most will survive and come out stronger...
Registered Rep.'s 2009 Broker Report Cards: Then There Were 5 This year's Registered Rep. Broker Report Cards show just how optimistic financial advisors can be. We don't need to remind anyone about the tremendous upheaval the popping of the...
A summary of articles appearing in the January 2008 issue of Trusts and Estates magazines.
Palo Alto (January 2, 2008) — Pillsbury Winthrop Shaw Pittman LLP today announced that Kim T. Schoknecht will join the firm’s Silicon Valley office as partner in the Estates, Trusts & Tax Planning (ETTP) practice
PALM BEACH, Fla. – Jan. 2, 2008 – GenSpring Family Offices (formerly Asset Management Advisors), the wealth management firm for ultra high net worth families, announced today the acquisition of Inlign Wealth Management, LLC. Based in...