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Aite Group Senior Analyst Doug Dannemiller says more practices like Morristown are setting up hybrid RIAs as a draw for advisors who are considering a transition to a fee-only model but still want to retain their commission business. It’s on...
Richmond: “I do everything for my clients, they love me, and at the risk of sounding arrogant, I get introduced to their friends, clients and colleagues without asking,” Warren explained in sort of a frantic staccato. “But I’m killing myself. I...
Registered investment advisory firms were furiously busy getting hitched last year: they did the highest number of merger and acquisition deals recorded in at least seven years.
A survey released by Merrill Lynch earlier this week showed increasing concern about retirement among affluent Americans with $250,000 or more in investible assets. But clients with $1 million or more in investible assets are also worried, and are...
Acquiring IPI, which has about 1,100 members who have combined assets of approximately $50 billion, strengthens Campden’s footprint in the U.S. and adds a “ready-made membership” who can exchange information with the company&...
Estate's beneficiaries aren't entitled to an estate's unused loss carryovers In Chief Counsel Advice 201047021 (Nov. 26, 2010), the beneficiaries of an estate weren't entitled to deduct unused carryover losses attributable to the insolvent estate...
Estate's beneficiaries aren't entitled to an estate's unused loss carryovers In Chief Counsel Advice 201047021 (Nov. 26, 2010), the beneficiaries of an estate weren't entitled to deduct unused carryover losses attributable to the...
Judging from the topics discussed at the January 2011 Heckerling conference in Orlando, Fla., the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Act) and its implications are on the mind of almost every...
Misperceptions about what hedge funds do need to be set straight. Individuals won’t be able to make educated investment decisions about them unless they understand what they are—and are not.
