Generating referrals is not a numbers game. Referral Coach Bill Cates says that it is better to get one great referral than a litany of names. read more »  | Global retail and retirement assets under management are set to cross the $70.4 trillion mark by the end of 2013, an increase of $20 trillion from 2008, according to new findings from Cerulli Associates. read more » | Independence is more than just a transition; it's a transformation, an opportunity to own what you've created and a legacy you can pass on. Shirl Penney of Dynasty Financial offers his roadmap to RIAs and breakaway brokers. read more » | Morgan Stanley managing director Patrick Haskell has been appointed head of the institutional municipal business, the company announced this week. Haskell will oversee public finance and sales and trading in his new role. read more » | The conversation about millennials' retirement is just beginning. read more » | The economy is also lacking significant job growth. Although nonfarm payrolls increased by 195,000 in June, most of the jobs created were part-time. According to Weldon Financial, full-time jobs decreased 240,000 and part-time jobs increased 360,000, evidence of a “chronic, long-term unemployment and dysfunction in the U.S. labor market.” 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 |  Keep Clients Accountable and Focused “We all have good intentions today and sometimes they falter a little bit in the future,” says Cathy Smith of Allianz’s Center for Behavioral Finance. Smith offers some tips to help clients stay focused on the long-term. 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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