Instead of comparing clients to a benchmark, investors want their advisors to assess performance based on specific goals, according to Catherine McBreen, president of the Millionaire Corner – a research organization focused on understanding investor decision-making. read more »  | Advisors must be vigilant about protecting clients from the risk of wire fraud. Pershing's Mark Tibergien offers tips on how advisors can protect clients and themselves from this increasingly common threat. read more » | Morgan Stanley, owner of the world's largest brokerage, reported a 66% earnings increase that beat analysts' estimates as trading revenue jumped and wealth- management profit margins climbed. read more » | One Major League All Star was unsure of whether he'd reach the big leagues as a minor-leaguer in Mobile, Ala. So he lined up an internship at Morgan Stanley. read more » | BlackRock Inc., the world's biggest money manager, said second-quarter profit climbed 32% as rising stock markets boosted fees. read more » | Will the slower spending trend, combined with higher tax revenues, contain the deficit? 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
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Associate Publisher
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