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: If you miss the 401k rollover period, are you stuck with that provider forever? April 17, 2021I had an Empower 401(k) that I did not rollover for two years after I left. No time limit that I am aware of. I don’t think legally they can stop you from rolling it to an IRA after you leave.lazynovice
- Re: Millennial's Portfolio Post-home Purchase April 17, 2021What is the purpose of having a 529 if you are single?Jacotus
- Re: How foolish is this? [Buying waterfront apartment in Florida] April 17, 2021Sorry it didn't work out, but it's not foolish at all. There is basically unlimited land to develop in Florida (inland). There will always be a new development that is newer and better. Buying a condo on the water is different. They aren't making them anymore. I expect waterfront Florida to do very well over […]fatmike91
- Electric Shaver Replacement Head Replacements? April 17, 2021Not long ago I bought a new electric razor for shaving. Philips Norelco Shaver 3500 S3212/82 https://www.amazon.com/Philips-Norelco- ... 398&sr=8-1 Replacement-Philips-Electric-Shaver-Durable/dp/B07Z3CCR3Z/ref=sr_1_4?crid=1LRKM2MV44GVE&dchild=1&keywords=norelco+3500+replacement+blades&qid=1615701160&sprefix=norelco+3500+replac%2Caps%2C447&sr=8-4#customerReviews It worked great for like a month or so. Then after over a month, I notice an issue where one... and then two of the heads of the shaver... which has three heads... starting spinning […]waltman300
- Re: Property Appraisal Question - obscure situation April 17, 2021They should order a new appraisal. They may order it from the same appraiser who will need to use more recent comps. If nothing new has sold in your area, you may end up with the same appraised value.lazynovice