We're officially half-way through 2013. And, for anyone who isn't yet to the midpoint of reaching their 2013 goals, this can be a hard pill to swallow. read more »  | Lots of multi-millionaire clients don't consider themselves wealthy. Here's why. read more » | Detroit's bankruptcy filing means it's time for advisors to reassess their holdings, says Warren Pierson, lead manager of Baird's intermediate-term municipal bond fund, but not to over-react to what is sure to be a panicked client base. read more » | Beefing up its presence in Sacramento and Newport Beach, Calif. Beverly Hills Wealth Management has lured the Sullivan Wealth Management Group from Morgan Stanley. read more » | Over the past two decades, investors have paid less and less to own shares of mutual funds. That's because investors demand low-cost funds, and because the fund industry is one characterized by competition, innovation, and economies of scale. read more » | Indeed, China's slowdown reflects an economic model that is, as former Premier Wen Jiabao put it, “unstable, unbalanced, uncoordinated, and unsustainable,” and that now is adversely affecting growth in emerging Asia and in commodity-exporting emerging markets from Asia to Latin America and Africa. read more » | Must Read |  Back to School on 529s The tax-advantaged plan was supposed to help average Americans save for their children's college education. Today, advisors are increasingly recommending them as an estate planning tool for the wealthy. read more » | Must Watch |  A More Perfect Practice If he were to rewrite his practice management book Practice Made Perfect today, Pershing's Mark Tibergien says he'd be more optimistic. He'd also take a look at what advisors are doing to attract next generation clients and build sustainable practices. read more » | Contact Us Matt Ackermann
matt.ackermann@sourcemedia.com
Online Editor-in-Chief
Phone: 212.803.8711 Mark Lynch
Mark.Lynch@sourcemedia.com
Associate Publisher
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