CFP Board Business Meeting Addresses Goldfarb Resignation
The CFP Board opened its Nov. 9 business meeting with a question about the recent resignation of the Board’s Chairman, Alan Goldfarb.
Diahann Lassus: Women in Wealth Profile
When it comes to wealth management, who influences the influencers?
SEC Budget, Estate Tax Adjustments: Advisor Briefing for the Week of Dec. 20, 2010
The Federal budget, retail and housing sales, Greek budget, and a new series looking at the markets and economy in 2011 highlight the week's news for advisors and their clients.
Clarity Comes to Estate Planning With Tax Bill's Passage
Provisions for 2010 afford choice to heirs; gifts to children provide ‘huge opportunities.’
Estate Tax Reform: Harold Evensky and Diahann Lassus Weigh In
There is a proposal in the Senate’s pending tax-cut bill to revamp estate taxes for 2011 from what was scheduled to become law on Jan. 1 if Congress took no action.
WealthManagerWeb Names 50 Top Women in Wealth
Third annual list chosen by stellar advisory board leads expanded coverage
Wealth Manager names 50 Top Women in Wealth
Boomer Market Advisor's sister site WealthManagerWeb.com has released its third annual 50 Top Women in Wealth, a group that includes influencers from government such as...
At the Pinnacle
While various studies performed throughout the years have shown that a large portion of the female population is the breadwinner in their families, that women...
Clark at Large: The Dog That Didn't Bark
The following exchange comes from "Silver Blaze" by Sir Arthur Conan Doyle, between Sherlock Holmes and Inspector Gregory: "Is there any other point to which...
Catching Up With: Bill Baldwin
The fiduciary issue is a hot topic among many advisors these days, but at the National Association of Personal Financial Advisors, embracing a fiduciary standard...