The Rising Allure of Super OSJs
More advisors are affiliating with larger firms through richly resourced super OSJs that offer a close-knit working environment.
The Rising Allure of Super OSJs
More advisors are affiliating with larger firms through richly resourced super OSJs that offer a close-knit working environment.
Uber just got banned in Brazil’s second-biggest city
Rio de Janeiro has passed a bill fining drivers for using Uber.
Client Relationships: Start With the Future in Mind
The first 100 days is crucial to establishing a strong relationship with new clients that will pay off for years to come.
Client Relationships: Start With the Future in Mind
The first 100 days is crucial to establishing a strong relationship with new clients that will pay off for years to come.
Prosper Resurgent: The Original Marketplace Lender Experiencing Exponential Growth
Marketplace lending is booming. Just this week, Avant raised $325 million and SoFi raised a staggering $1 billion. All of this money is being used to fund a new generation of digital lenders, who, according to McKinsey, have the potential to threaten u…
Advisors: Embrace the Winners … and Losers
Help clients understand that temporary losers in a volatile market are just that: temporary.
Nervous Clients? Handle With Care
When markets are volatile, clients can be panicky. Advisors need to help them combat their fears.
Are You Accountable For Staff Members’ Compliance Errors?
Attorney Alan J. Foxman answers readers most pressing regulatory and compliance questions, including where the buck stops when a sales assistant makes a cybersecurity mistake.
Are You Accountable For Staff Members’ Compliance Errors?
Attorney Alan J. Foxman answers readers most pressing regulatory and compliance questions, including where the buck stops when a sales assistant makes a cybersecurity mistake.
Bearish U.S. Oil Trends Drag On
Syria: “Not a Proxy War. It’s One Step Closer”
Russia started bombing jihadi bases in Syria today.
Given that the the U.S. and its allies are largely responsible for creating ISIS, and that U.S., Turkey and Israel have all been acting as ISIS’ air force – they are not taking too kindly …
Hedge Fund Manager Paul Marshall Strives to Make a Difference
Marshall, who donated £30 million to the London School of Economics, recently sold a minority stake in his hedge fund firm to KKR.
Personality Match is Important In Succession Planning
A retiring advisor focused on the best fit between his clients and five young successors.
Personality Match is Important In Succession Planning
A retiring advisor focused on the best fit between his clients and five young successors.
Why Most Extremely Successful Financial Advisors Leave Small Fortunes On The Table
Most financial advisors earning millions of dollars annually, managing a billion dollars or more, working with the ultra-wealthy are leaving small fortunes (sometime large fortunes on the table. With their primary focus on money management, coupled wit…
Barrick Is Adjusting To Low Gold Prices
Public Frustration Still Fuels Banking Debate
To listen to candidates on the campaign trail, populist anger is back. But some question whether it’s really a top issue with voters.
Public Frustration Still Fuels Banking Debate
To listen to candidates on the campaign trail, populist anger is back. But some question whether it’s really a top issue with voters.
ONe PaiN IN THe ISIS…
Diversified Asset Allocation Portfolios For Your Plans
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Bogleheads Latest Posts
- Re: 529 Question regarding gift deposits - who owns the money? January 18, 2021The penalties and taxes will be only on the growth of the investment, so I would guess they would be rather small in terms of dollar amount. In the shoes of the OP, I would just give everybody back their money, leaving in my contributions, and either pay the penalties and taxes myself or tell […]livesoft
- Re: Job Update January 18, 2021veindoc wrote: ↑Mon Jan 18, 2021 6:32 am Well that stinks. I can’t imagine being told WFH forever than actually you have to commute 3x/week. Are you unemployed now? I wouldn’t take the job. It’s materially a different job than advertised. If you have to take the job I would make it known I was […]Thegame14
- Re: who do you bank with and why? January 18, 2021Since college with BOFA because of convenience, ATMS everywhere. ( checking, savings, ). Local Credit Union ( MMA, CDS) Vanguard ( all my index funds ) Dumped Sterling Bank and Trust and Ally. Maybe another post Who do you not bank with and why.Saphomd
- Federal Estate Tax: Beneficiary passes mid-execution January 18, 2021Hi! This is that situation going on in my family. Person A is worth $9million Person B is worth $5 million Person A passed in 2019 and left all his money to Person B. Person B has transferred half of Person A's assets due to the number of accounts Person A had, making the new […]LITeacher
- Re: how much time do you spend on [personal finance] weekly? January 18, 2021Normchad wrote: ↑Sun Jan 17, 2021 12:34 pm I probably spend less than 20 minutes a week on my personal finances. pretty much the same. A little more when preparing taxes or estimates. Includes checking banks and CCs online and paying bills.jebmke