What You Missed in July in On Wall Street

WEALTH MANAGEMENT MADE PERSONAL WHAT YOU MISSED THIS MONTH IN Online/Mobile Version|Home| Discussions| E-Newsletters|Guides/Supplements|Subscribe|Add to Safe Senders List Highlights of the July Issue: 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. Investors Turn to Loan Participation Funds Investors yearning for income and fearing rising interest rates are clamoring for loan funds. Getting Clients Off the Sidelines A majority of wealthy clients say they are holding onto cash even as confidence improves. Turn On Your Favorite Channel Rethinking Retirement -  For breaking news, targeted insights and expert coverage of retirement, visit On Wall Street's Rethinking Retirement Channel now - and everyday! Teaming Up on Elder Care An aging population has forged new partnerships between wealth advisors and health care planners. Taking Charge of Your Regulatory Exam Preparation and communication are key to a smooth visit with FINRA. Five Questions with Judd Gregg Judd Gregg, the Securities Industry and Financial Markets Association's CEO, discusses what still needs to be done to restore investor confidence in the financial markets. What's Happening Online Cautionary Tales: Pro Athletes who Sued Their Advisor 18 Apps Advisors Can't Live WIthout 20 Essential Books for Every Advisor's Summer Reading List GET ON SOCIAL MEDIA, OR MISS MILLENIALS' MONEY To stay competitive in attracting the next generation of clients, advisors will need a strong digital presence.... DON’T COMPARE CLIENTS TO A BENCHMARK Instead of comparing clients to a benchmark, investors want their advisors to assess performance based on specific... A MORE PERFECT PRACTICE If he were to rewrite his practice management book Practice Made Perfect today, Pershing's Mark Tibergien says he'd... GROOMING THE NEXT GENERATION OF PRINCIPALS Schwab is rolling out a new program dedicated to preparing mid-level advisors to succeed the principals at their... Contact Us Matt ackermann Online Editor-in-Chief matt.ackermann@sourcemedia.com Phone: 212.803.8711 Mark Lynch Associate Publisher, On Wall Street Mark.Lynch@sourcemedia.com Phone: 781.626.4001 © 2010 OnWallStreet.com and SourceMedia. All rights reserved. You are currently subscribed to onwallstreet.com as: buzzhairs.finance@blogger.com. Send this eNewsletter to a friend: Click here Unsubscribe from this mailing list: Click here Update your Profile: Click here To unsubscribe to other SourceMedia posts contact our Customer Service department at the phone number provided below. SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809