| Similar Articles |
|---|
 |
The Motley Fool
September 14, 2004 |
You Can Avoid Probate A little planning now can save your loved ones lots of hassle.   |
The Motley Fool
December 1, 2006 |
Avoid Probate Probate can be complicated, but it can be avoided if you learn about it and take some actions. |
Financial Advisor
June 2007
Gavin Morrissey |
Bonus Copy: Avoiding Probate and Problems Why is avoiding probate so important? And how can you ensure that your financial advisory clients' assets will avoid probate without disrupting the flow of those assets under the original estate plan? Let's take a look. |
The Motley Fool
April 12, 2006 |
Avoid Probate Why dump hassles on your loved ones when you die? There are many ways to avoid probate, and you'd be best served by reading up on the topic and then consulting a professional. |
The Motley Fool
August 23, 2006
Dan Caplinger |
How to Inherit an IRA Because financial institutions are not always familiar with how to set up inherited IRAs, you should keep an eye on the process to make sure it is done correctly. By knowing the rules yourself, you can ensure that you will be able to make the most of your inheritance. |
Registered Rep.
January 1, 2006
Kristen French |
Help Wanted Securities Industry employment topped the 800,000 mark in November for the first time since February 2002. |
The Motley Fool
July 15, 2005 |
All About Probate Probate can be a hassle. Learn about it now and minimize your headaches. |
Registered Rep.
May 1, 2004 |
Cutting the Pace of Cost-Cutting New numbers from the Securities Industry Association suggest that cost-reduction efforts are easing. |
The Motley Fool
February 25, 2004
Selena Maranjian |
All About Probate Know what to expect when someone dies. Probate can be a complicated hassle that can take away roughly 5-10% of the estate. |
Wall Street & Technology
July 1, 2005
Maria Santos |
Fast Facts According to the Securities Industry Association's 2004 Investor Survey, nine out of 10 investors are "very" or "somewhat" satisfied with the service provided by their investment professional. |
Wall Street & Technology
January 20, 2008
Cory Levine |
Fixed-Income Products Fail to Go Fully Electronic New research reveals that not all types of fixed income securities are experiencing rapid electronification. |
Registered Rep.
September 14, 2006
Halah Touryalai |
NASD Fines Securities America for Failure to Supervise Securities America was fined $2.5 million for failing to supervise an advisor who allegedly lured clients into early retirement with exaggerated promises of high returns. |
Registered Rep.
November 30, 2015
Kevin McKinley |
Five Estate Planning Moves Advisors Should Consider You may not be a lawyer, but there are still several strategies you can employ to save money for your clients and their families, while avoiding potential headaches and heartache down the road. |
The Motley Fool
August 25, 2006
Dan Caplinger |
In IRAs We Trust Creating a trust to hold inherited IRA assets is smart but complicated. Here's how to do it. |
Wall Street & Technology
June 21, 2004 |
The Trust Factor We're at a point where we trust the technology and we trust the operations, but we don't trust the human beings and the corporations in the securities industry. |
Registered Rep.
March 1, 2005
Janet Wynn |
Paper Torture Why does today's securities industry, which uses some of the most sophisticated technology available, still issue and distribute equities the same way it did two centuries ago --- as pieces of paper? |
On Wall Street
February 1, 2012
Alan J. Foxman |
Death of A Client Until a personal representative (or executor) is appointed by the probate court, the client no longer has the ability to ratify the trades or revoke the authority granted. |
Entrepreneur
November 2007
Rosalind Resnick |
Getting a Margin Loan Securing a margin loan can mean quick cash for startup, but it doesn't come without risk. |
Registered Rep.
July 30, 2003
Will Leitch |
Securities Industry Registers Slight Employment Uptick Securities firms have begun adding employees again, according to statistics from the Securities Industry Association and the Labor Dept. |
Registered Rep.
December 10, 2003
David A. Gaffen |
Securities Revenues Fall in Third Quarter Securities firms showed profits of $3.0 billion in the third quarter of 2003, a 45 percent decline from the second quarter, according to the Securities Industry Association. A significant drop in trading revenue was responsible for the profit hit. |
The Motley Fool
October 16, 2008
Zoe Van Schyndel |
The Risky Business of Securities Lending Is your mutual fund betting with your money? |
The Motley Fool
January 21, 2010 |
6 Smart Ways to Plan Your Estate It doesn't have to be as hard as you think! |
BusinessWeek
January 13, 2011 |
Tax Reform: What's on the Table Rewriting the Tax Code would require painful choices about which individual and corporate tax breaks to end. |
Wall Street & Technology
June 4, 2004
Robert M. Hegarty |
The Next Wave: Innovation It's been a long time comin', but the Securities industry has reengaged, with some very innovative technologies, products and even services as its launching pad. |
Financial Planning
February 1, 2011
Donald Jay Korn |
Heir Loss Beneficiary problems can cause even the best financial plans to go awry. |
Financial Advisor
August 2009
Marla Brill |
Playing It Safe Consistency and a remarkable lack of surprises have been the hallmarks of this bond fund. |
The Motley Fool
April 1, 2004
Dave Braze |
Update Your Beneficiaries After any major life event (marriage, birth, divorce, death), you must re-evaluate who will inherit what. |
Investment Advisor
July 2006 |
B/d Briefing: News & Products The Securities and Exchange Commission announced on May 31 the institution of proceedings against 15 broker/dealer firms... In the past year nearly 200 advisors have been added to the H&R Block Financial Advisors team... etc. |
