Charitable Trusts Programs: Looking Beyond the Basics
Sep 12, 2007
In last month's enewsletter, we discussed basic level computation of the economic and tax results of charitable trusts and other planned-giving techniques, focusing on the Brentmark Charitable Financial Planner and comparing it both to freebies...
Out with the New and In with the Old?
Sep 01, 2007
How Cultivating Existing Client Assets May Boost Your Bottom Line.
September 1, 2007
Aug 31, 2007
SEPTEMBER 2007
SEPTEMBER 2007
Aug 27, 2007
Table of contents for the September 2007 issue of Trusts and Estates magazine.
Brentmark Charitable Financial Planner
Aug 15, 2007
Kelley Rating (one asterisk = lowest, to five asterisks = highest)...
The Branch Manager Anthem: I Know You Want To Leave Me (But I Refuse To Let You Go)
Aug 09, 2007
It is a question virtually every branch manager will one day face: What do you do when a top-tier producer decides it’s time to leave the branch and the firm?
The Family Guy
Aug 01, 2007
Michael McNamara, McNamara Financial Services Firm: Commonwealth Financial Network City: Marshfield, Mass. Established: 1987 AUM: $306 million Number of Clients: 500 Education: Tufts, Boston College After graduating from college, putting in three...
August 1, 2007
Jul 31, 2007
AUGUST 2007
AUGUST 2007
Jul 30, 2007
FROM THE COVER Nothing says “summer” like Claude Monet’s paintings of water lilies. Featured on our cover is “Nymphéas” (a type of water lily). One of the finest paintings in Monet’s water lily series, it sold June 17, 2007, at Sotheby’s “Impres...
The Price Is Right
Jul 27, 2007
Advisors raise their fees for the first time in four years
Load More