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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...
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...
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...
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
