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Publication: WealthManagement.com

First reported 3 hours ago - Updated 3 hours ago - 1 reports

Oracle Corporation

Why I’m Bullish And We Are Not In a Bubble

The market is on a tear, up 17% so far this year. Such strong short-term performance is reason for caution in the short-term … And we may be in for some pullbacks in the market in the near future. However, the medium and long-term outlook for the US economy ... [Published WealthManagement.com - 3 hours ago]

Entities: Oracle Corporation, Federal Reserve System, Allotment, Disruptive Technologies, Workers

First reported 14 hours ago - Updated 14 hours ago - 1 reports

Getting Over the Fear of Marketing Plans

Comments 0We often hear from advisors that they’re too busy to plan and execute their marketing. But the truth is anything worth doing is worth putting on paper. When it comes to growing a business by communicating effectively with clients and prospects, ... [Published WealthManagement.com - 14 hours ago]

Entities: Value Proposition, Investment Management, Chamber of Commerce, Small Businesses

First reported 16 hours ago - Updated 16 hours ago - 1 reports

Ameriprise Financial Inc

Massachusetts Reaches $9.6 MLN REIT Settlement with 5 Broker-Dealers

Comments 0Five independent broker-dealers will pay at least $9.6 million in fines and restitution to settle what Massachusetts' top securities regulator has called their improper sales of non-traded real estate investment trusts, or REITs. In a statement ... [Published WealthManagement.com - 16 hours ago]

Entities: Ameriprise Financial Services Inc, William Galvin, Ameriprise Financial Inc

First reported 21 hours ago - Updated 21 hours ago - 1 reports

Outgrowing Wall Street?

May 22, 2013 by Diana Britton in Indie AdvisorComments 0As advisors continue to crave open architecture, a high-touch, intimate environment, shared ownership structures and a fee-based model, the number of boutique advisory firms will rise in the years ... [Published WealthManagement.com - 21 hours ago]

Entities: Wall Street, Scott Smith, Architecture

First reported 21 hours ago - Updated 21 hours ago - 1 reports

The Art of Being a Gracious Advisor

May 22, 2013 Stephen Boswell and Kevin NicholsComments 0We’ve all met someone who has made us feel at ease. Their demeanor was courteous, kind, and humble. They were comfortable in their own skin and transferred that energy to us. They made us feel like ... [Published WealthManagement.com - 21 hours ago]

Entities: admiration, Witness

First reported May 21 2013 - Updated May 21 2013 - 1 reports

Mark Zuckerberg

Mark Zuckerberg

Advisors Get Ready to Ride the Social Sharing Wave

Comments 0Moore’s Law is a mathematical principle devised in the 1960’s that states the number of transistors on integrated circuit boards doubles every 18 months – meaning the processing power grows exponentially. This simple principle has held true ... [Published WealthManagement.com - May 21 2013]

Entities: Moore's Law, Social Network, Social Media, Mark Zuckerberg

First reported May 21 2013 - Updated May 21 2013 - 1 reports

Clark—Seventh Circuit Case Questions Inherited Retirement Plan Protection in Bankruptcy

The court halts a strong recent trendComments 0The U.S. Court of Appeals for the Seventh Circuit recently halted a strong trend in the courts to protect inherited retirement plans in bankruptcy in In re Heidi Heffron-Clark, decided on April 23, 2013.Ruth ... [Published WealthManagement.com - May 21 2013]

Entities: Bankruptcy, Taxes, Chilton (United States)

First reported May 21 2013 - Updated May 21 2013 - 1 reports

See-Through Trusts and IRAs

IRS rules on what constitutes a designated beneficiary and whose life expectancy should be used to measure the distribution periodComments 0The decedent established a trust under her last will and testament. The trust was the beneficiary of an individual ... [Published WealthManagement.com - May 21 2013]

Entities: Codicil, IRS Internal Revenue Service, Deceased, Stirpes

First reported May 21 2013 - Updated May 21 2013 - 1 reports

FINRA Won't Drop BrokerCheck Link Rule

Comments 0FINRA is not giving up on its initiative to require firms to include a link to its BrokerCheck database on web sites, social media pages and in any Internet communication.“We withdrew it not because we don’t think that it’s a good idea to link ... [Published WealthManagement.com - May 21 2013]

Entities: Financial Industry Regulatory Authority, Richard Ketchum, Social Media, Rick Ketchum

First reported May 21 2013 - Updated May 21 2013 - 1 reports

Firms Need to be More than Just Compliant

May 21, 2013 by Megan Leonhardt in Advisor IntelligenceComments 0It’s not enough that firms’ adhere to the rules and create in-depth disclosure policies. While that might keep them out of arbitration battles, it doesn’t go far enough to restore investor ... [Published WealthManagement.com - May 21 2013]

Entities: Richard Ketchum, Financial Industry Regulatory Authority, Intelligence, Arbitration

First reported May 21 2013 - Updated May 21 2013 - 1 reports

Avoid Blowing Up a Veteran's Benefits

Selling trusts and life insurance to war veterans can be tricky. One misstep could disqualify them from important benefits.Comments 0The cost of a nursing home, which runs some $80,000 per year, can quickly decimate the assets of even affluent families. ... [Published WealthManagement.com - May 21 2013]

Entities: Medicaid, Department of Veterans' Affairs, Federal Trade Commission, MILITARY SERVICE

First reported May 21 2013 - Updated May 21 2013 - 1 reports

Client Advisory Boards Really Do Work!

May 20, 2013 by Abby Salameh in Ask Abby, Marketing MavenComments 0Dear Abby,I have heard a lot about having a client advisory board or a council of some sort, but I have remained unconvinced of the reasons to do so. Can you provide me with any guidance ... [Published WealthManagement.com - May 21 2013]

Entities: Dear Abby, admiration, best practice

Quotes

...“On top of all that, the ` "advisors’ are charging fees that range from hundreds to thousands of dollars for their so-called services.”"

Avoid Blowing Up a Veteran's Benefits [Published WealthManagement.com - May 21 2013]

More Content

All (136) | News (136) | Reports (0) | Blogs (0) | Audio/Video (0) | Fact Sheets (0) | Press Releases (0)

sort by: Date \| Relevance
Why I’m Bullish And We Are Not In a Bubble [Published WealthManagement.com - 3 hours ago]
Getting Over the Fear of Marketing Plans [Published WealthManagement.com - 14 hours ago]
Massachusetts Reaches $9.6 MLN REIT Settlement ... [Published WealthManagement.com - 16 hours ago]
Outgrowing Wall Street? [Published WealthManagement.com - 21 hours ago]
The Art of Being a Gracious Advisor [Published WealthManagement.com - 21 hours ago]
Advisors Get Ready to Ride the Social Sharing Wave [Published WealthManagement.com - May 21 2013]
Clark—Seventh Circuit Case Questions Inherited ... [Published WealthManagement.com - May 21 2013]
See-Through Trusts and IRAs [Published WealthManagement.com - May 21 2013]
FINRA Won't Drop BrokerCheck Link Rule [Published WealthManagement.com - May 21 2013]
Firms Need to be More than Just Compliant [Published WealthManagement.com - May 21 2013]
Avoid Blowing Up a Veteran's Benefits [Published WealthManagement.com - May 21 2013]
Client Advisory Boards Really Do Work! [Published WealthManagement.com - May 21 2013]
SEC's Walter Says No Fiduciary Standard Rules T... [Published WealthManagement.com - May 20 2013]
It’s Not All About You [Published WealthManagement.com - May 20 2013]
Spellbound [Published WealthManagement.com - May 20 2013]
Unlocking College Data [Published WealthManagement.com - May 20 2013]
Footnotes Diligence Drives CSCO Pick [Published WealthManagement.com - May 18 2013]
Taxpayer Hit With Additional Tax and Accuracy-R... [Published WealthManagement.com - May 17 2013]
The New Buyers of ETFs [Published WealthManagement.com - May 17 2013]
Florida Court Rules State Time Limits Apply to ... [Published WealthManagement.com - May 17 2013]
Walnut Street Team Turns Down Cetera Deal to Jo... [Published WealthManagement.com - May 17 2013]
Five Everyday Leadership Traits of Elite Advisors [Published WealthManagement.com - May 16 2013]
The Checks Aren’t Always Equal: Why RIAs Should... [Published WealthManagement.com - May 16 2013]
What Should You Say to Reluctant Retirees? [Published WealthManagement.com - May 16 2013]
The Reluctant Retiree [Published WealthManagement.com - May 16 2013]
Gallery: Phillips New York Evening and Day Edit... [Published WealthManagement.com - May 15 2013]
Avoiding Family Conflicts During Estate Planning [Published WealthManagement.com - May 15 2013]
Retirement Healthcare Costs Decline: Fidelity [Published WealthManagement.com - May 15 2013]
The Blotter Report: Paying the Consequences [Published WealthManagement.com - May 15 2013]
Estate Planning Strategies After ATRA 2012 [Published WealthManagement.com - May 15 2013]

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