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The Motley Fool
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Second Marriages With Kids: Part 1 When it comes to finances and estate planning, few situations present more difficult challenges than second marriages. |
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2015 Broker Report Card: Stagnating Assets? It's no surprise that younger advisors have fewer assets under management, yet they are growing at a faster clip. |
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The Match Game Gaining new, younger clients is vital to ensuring that a practice will succeed in the long term. The easiest way to do so is to tap your existing client base. As older clients pass away, their assets transfer to their children. Getting in front of them now is crucial. |
Entrepreneur
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Changes at the Top Ellie Genuardi and Rena Puebla of Renellie International offer wedding cake toppers to match the times. Made out of polyresin stone, their interchangeable brides and grooms are offered in Asian, black, Hispanic and white versions. |
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Practice Tips Successful financial planning firms understand the need to secure the next generation of clients (i.e., their heirs) to retain current assets and accumulate more in the future. |
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CRM
May 1, 2006
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CIO
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Love Connection The ancients welcomed summer with nuptial odes to marriage goddess Juno in front of family and friends. Today's brides and grooms at A Little White Wedding Chapel in Las Vegas can include far-flung friends and relatives in the festivities -- live, via a webcam. |
