Big Changes for Gay Clients

WEALTH MANAGEMENT MADE PERSONAL DAILY Home   |   Discussions   |   Blogs   |   Advertise   |   Subscribe FOLLOW US: August 6, 2013 Big Changes for Gay Clients The Supreme Court ruling clarified the financial status of some legally married same-sex couples - but muddied it for others. read more » Citigroup Ordered to Pay Investor $11 Million A FINRA panel has ordered Citigroup and a former branch manager to pay a combined $11 million in remuneration. read more » Janney Hires Veteran Morgan Stanley Advisor The firm has added an 18-year industry veteran to its Greenville, Del., branch office as a vice president of wealth management. read more » 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! IRS Finalizes Rules for RIC and REIT Transfers In TD 9626, the IRS issued final regulations under Section 337(d) of the Tax Code to provide guidance concerning certain transfers of property from a C corporation to a regulated investment company or a real estate investment trust. read more » Ultra-Short Bond Funds Offer Yield and Limit Duration Risk The search for yield has been a persistent and vexing challenge for anyone charged with managing money. But what are the options? read more » Research Roundup: The Changing of the Monetary Guard Any serious candidate for Fed chairman should understand the importance of good regulation and the need to return the US banking system to the business of providing credit, says Joseph Stiglitz, Nobel laureate in Economics. read more »  Turn On Your Favorite Channel  ETFs  For breaking news, targeted insights and expert coverage of ETFs, visit On Wall Street's ETFs Channel now - and everyday! Must Read 5 Things Junior Advisors Wish They Could Tell Their Bosses Often advisors don't have the time to motivate, hold accountable, and help junior advisors with their time management and goals. Here are the biggest struggles junior advisors face and the things these associates wish they could tell their bosses. read more » Must Watch Giving Back Here's how one advisor encourages philanthropic efforts of his clients by being a philanthropist himself. read more » Contact Us Samantha Allen samantha.allen@sourcemedia.com Senior Digital Editor Phone: 212.803.8752 Mark Lynch Mark.Lynch@sourcemedia.com Associate Publisher Phone: 781.626.4001 Videos Selecting the Right Advisor Coach Succession Planning for Business Owners How To Overcome Fear of Technology Planning 2023: What's Ahead? Advances in Mobile Technology Slide Shows 20 Ways to Improve Your Practice Breaking Down the Top 100 Branch Managers Volatility Strategy: 10 Key Messages for Wary Investors Unravel Alternative Investment Myths Top 10 Products Among Institutional Investors Web Seminars The Four Essential Steps to Becoming an RIA. Helping Clients Rethink a Risk-off Mentality Turnkey Sales Programs: How to distinguish a ‘good story’ from a true growth opportunity. © 2013 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