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Financial Advisor
June 2012
Karen DeMasters |
Succession Survival Guide Advisors plan for their clients' futures but often ignore their own.   |
Financial Planning
October 1, 2011
Matthew F. Erskine |
To Collect and Protect The owners thought estate planning wouldn't take much. With unique assets, things aren't always so straightforward. Owners of such assets - such as family businesses, legacy real estate and valuable art, coin and other collections - need to consider specialized risk management. |
Financial Planning
July 1, 2012
Ann Marsh |
Think Small to Land Big Advising clients about their small businesses is not for the control freak, the timid or the egocentric. But for planners who venture into this terrain, working with entrepreneurs may provide some of the most satisfying experiences - financially and emotionally - of their careers. |
The Motley Fool
March 10, 2008
Selena Maranjian |
I'm Bucking the Trend Index funds are gaining momentum -- but should they? |
The Motley Fool
March 22, 2007
Selena Maranjian |
Bogle Bashes ETFs The father of index funds warns of ETF pitfalls. |
Registered Rep.
December 13, 2011
Charles Paikert |
What Advisors Should Know About the Small Business Owner Market The good news: 50 percent of small business owners could use an advisor, and the best prospects, according to the survey, are women, younger owners, and owners who are thinking about retiring. |
Financial Advisor
October 2010
David Lawrence |
A View From Both Sides To successfully retire, financial advisors have to carefully plan and develop a clear direction before taking action. |
The Motley Fool
April 28, 2009
Dan Caplinger |
The Best Method for Simple Investing Depending on how you invest, making the right choice between ETFs and index mutual funds will give you exactly the portfolio you want. |
Investment Advisor
May 2009
James J. Green |
Catching Up With: Jeff Montgomery A conversation with the CEO of Al Frank Asset Management. |
Financial Planning
May 1, 2005
Ed McCarthy |
Making the Switch As advisers shift from a commission-based model to a fee-based one, how are their practices handling the change? |
Registered Rep.
January 11, 2013
Mark Miller |
Here Come the Boomer Biz Owners There are 12 million baby boomer business owners, and they're about to retire. Trillions of dollars may be on the table for advisors able to help them transition. |
BusinessWeek
September 20, 2004
Diane Brady |
The Wily Fox Behind Grey Goose Sidney Frank made a killing on vodka. Next up: Wine and cognac. But, even at 84 years of age, the next chapter of this liquor importer's life has only just begun. |
Investment Advisor
July 1, 2011
John Sullivan |
Finding Success in Succession Planning Whether you're affiliated with a broker-dealer or completely independent as an RIA, proper succession planning helps you realize value long before you walk out the door. |
On Wall Street
July 1, 2011
Steve Garmhausen |
The New Client Referral Pipeline: Co-Hosted Workshops Client referral can be much more successful by organizing workshops with potential clients. |
Financial Advisor
October 2010
Steve Parrish |
Time To Rebuild Financial advisors can help battered business owners plan for the future. |
Financial Advisor
July 2012
Jim McConville |
New Firm Makes Value Judgments Started in January, Fort Collins, Colo.-based Eighty20 Advisors LLC specializes in helping companies -- including small financial advisor firms -- receive their optimum value for either a succession or an outright sale to another company. |
Financial Planning
August 1, 2012
Dave Grant |
New Kids in the Field Fee-only RIA firm owners and tenured financial planners younger than 30 are ready to move the planning profession forward and are in a strong position to do so. |
Financial Planning
August 1, 2008
David Grau |
Worthy Successors In the financial services industry, the general term "succession planning" describes any number of plans to deal with an owner's departure from the business. |
Investment Advisor
May 1, 2011
Mark Tibergien |
The Constituency Conundrum How will your business decisions impact those who rely on you? |
Commercial Investment Real Estate
Jan/Feb 2012
Howard Berends |
Utility Budgeting Made Easier For commercial property owners, energy budgeting is an involved and, in some cases, difficult project. Multifamily properties in particular are difficult to budget for as there are no nationwide programs to assist owners and facility managers. |
BusinessWeek
November 10, 2003
Jeffrey M. Laderman |
Mutual Funds: What To Do Now Wondering how to cope with the growing scandal? Here are some answers. |
Registered Rep.
January 1, 2005
John Churchill |
Nothing Succeeds Like Succession Whatever type of succession plan you create, you're really creating a growth plan, providing for continuity of the business and for clients. Advisors need to see it that way, instead of an end or an exit. |
Financial Planning
June 1, 2010
Daniel Seivert |
Transfer of Power Fewer than 10% of practice owners have developed formal succession plans. Isn't it time you put one in place? |
Real Estate Portfolio
May/Jun 2006
Steve Bergsman |
Indexes: An Investment Strategy or Investment Benchmark While real estate index fund investing remains a niche play, the number of individual funds continues to expand, which means conservative investors or those investors seeking to reduce volatility associated with actively managed funds have more options from which to choose. |
Financial Planning
July 1, 2005
David Grau |
The Right Exit Option Should you sell your financial planning practice to an internal or an external buyer? Each strategy has its advantages. |
AskMen.com
Ryan Ortega |
Invest On A Budget With a little planning and common sense, you can invest on a budget with very little money up front and, hopefully, a large payout in the end. |
Commercial Investment Real Estate
Sep/Oct 2012
Gary M. Tenzer |
Basic Training These tips can help investors and owners shape up to face the unpredictable future and survive the still-shaky market. |
