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When we recommend ways for our clients to reduce their estates, we're mindful that clients generally want a comfortable cushion for retirement. But, providing this comfortable cushion is often inconsistent with reducing their estates enough to...
Preferred partnerships (PPs) are very useful and versatile estate planning vehicles that have been around for decades, yet still appear to fly under the radar. From an economic perspective, a PP is often well-suited to act as a multi-generational...
Kathleen A. Muldoon is passionate about The Parkland Health & Hospital System in Dallas. It's a hospital that is known in some distant parts of the world its trauma specialists have trained doctors at every hospital in Israel, for example. But it...
Market Data RegisteredRep.com now features a market data tool on every page, including real-time performance data and stock quotes. For stories that mention a particular company, mutual fund or ETF, live market data is embedded directly into the...
The diaspora out of the wirehouses and into IBDs or RIAs is a much-talked about phenomenon. Is it really happening? At a recent Tiburon Strategic Advisors conference in New York, Chip Roame remarked that only one of the big four wirehouse firms is...
Former Federated Investors portfolio manager David Tice has found another use for his investing skills: Hollywood. Bloomberg reported that Tice has invested in Soul Surfer, a new movie about Bethany Hamilton, the award-winning surfer who returned...
Scott A. Tilley shares something in common with the 150 disabled children playing baseball this spring in High Point's Miracle League. “The first thing you notice about Scott is the big smile on his face,” says Don Scarborough, vice...
Registered Rep.: So you are an Ayn Rand fan, and specifically of her heroic character John Galt. Why? David Loeper: Nearly 20 years ago I read Atlas Shrugged. Objectivism clarified in my mind a moral and noble way to live my life. The basis of the...
Jered Haag, who shot many of our Advisors with Heart for this month's issue, is a New York native who has been photographing for Registered Rep. since 2007. His work has appeared in publications such as Women's Fitness, Golf Digest, Sporting News...
Financial advisor George Cook displays a pair of steel cuffs once worn by a child slave on his office coffee table. He knows what effect they can have on those who see them for the first time. Cook first saw cuffs like these in the office of a...