A terminal diagnosis for Simpson's co-creator Sam Simon pushed him to immediately address his estate and charitable giving plans. His story offers an important lesson for wealthy clients. read more »  | Study groups are a great way to not only share strategies and solutions, but to benchmark your performance and that of your firm against others in the industry. read more » | While the use of ETFs continues to surge, their low expense ratios appear to be most prized by multi-millionaires, according to a study by Spectrem Group. read more » | Advisro Vikki Lenhart explains how many of her clients have been impacted by the Supreme Court's decision striking down the Defense of Marriage Act, which barred the federal government from recognizing same-sex marriages in states that allow them. read more » | D.A. Davidson's Chairman and CEO Bill Johnstone discusses the growing importance of scale for smaller, regional broker-dealers. read more » | Yet no one should be fooled. This summer's sense of normality is neither natural nor necessarily tenable in the long term. -- Mohamed El-Erian, PIMCO read more » | Must Read |  Taking Stock: Best Mutual Funds Equities continue their climb, notching gains of 15.7% so far this year, as measured by the S&P 500. This comes after a 13% gain last year. Here are the top ranked mutual funds in the U.S. for the past 12 months. 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 | 
|
No comments:
Post a Comment