The latest in Financial Advisor research and tools that can help your practice.
WMIQ provides unparalleled access, intelligence and understanding of the wealth management market.
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...
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...
Services has created its first
Medical Advisory Board. The Board, which is independent of the company, is an
innovative approach in the life settlement industry
