Chicago - "I'm not as motivated as I used to be" said James. "I've completed my business plan -- an annual drill -- and I believe I'm putting my best efforts into the plan. We discuss the plan as a team, but something is missing. Maybe I've lost...

Registered Rep.: Why would a wirehouse rep want to leave his firm and join yours? Joe Deitch: At Commonwealth, an experienced advisor can have the best of all worlds

For information, many trusts-and-estates professionals rely on commercial tax research services. The strengths of these services are their search capabilities, the scope and depth of their content, and the quality of their expert analysis and...

New York, NY – December 18, 2007 – Brown Brothers Harriman & Co. (BBH) today announced the appointment of Douglas A. (“Digger”) Donahue, Jr., 56, as the new Managing Partner, effective January 1, 2008

If you thought compliance and regulatory activity couldn’t get more intense, just wait until next year. Or so say compliance experts at Wolters Kluwer Financial Services in Minneapolis, a firm that provides financial organizations with...

Online webinar "When Is The Right Time To Go Fee Only?", January 30, 2008 3:00 p.m. EST.

A summary of articles appearing in the December 2007 issue of Trusts and Estates magazines.

Business is looking good for reps: Over the last couple of years, they have become increasingly satisfied with their firms, on average. At least, that's what our Broker Report Card surveys indicate. The cumulative average for all firms we survey...