How Family Wealth Management Teams Can Target Family Businesses
If your family wealth team isn't reaching out to other family businesses, you're missing a big business development opportunity.
Working With Widows
It shocked me to learn recently that widows are one of the fastest-growing segments of the U.S. population. The Census Bureau says they numbered almost 12 million in 2011, and their ranks are growing by nearly 1 million every year.
We’re Back Baby!
Phew! We made it back, finally. I’m talking about the DJIA, of course. After years and years of giving us absolutely no comfort at all, the DJIA is back in record territory (assuming no great market collapse between now and press time).
New Hire Roundup: Feldman Named Gold Bullion CEO
This week in new hires, Steven Feldman was named CEO and Eric Schwartz was made chairman of the board at Gold Bullion International, and United Capital brought in three new management team members.
Peng Chen, Global Investment President, Leaves Morningstar
Morningstar announced Thursday that longtime Morningstar and Ibbotson executive Peng Chen will leave the Chicago-based research and investment firm at the end of June.
Summer Conferences: Asking the Consumer
Huntington Beach, Calif.-- General sessions of conferences tend not to produce a lot of insight into practical matters facing financial advisors. Often the speakers are...
Securities America Showcases Consumer Panel at Confab
Consultant Chip Roame brings unscripted "Ask the Consumer" panel to Securities America annual conference in California.
Look Before Leaping
As I indicated in my previous column on the subject of transition planning for advisors ("Hold On to Your Clients"), this month I am calling...
Let Me Entertain You
What if there were a simple, low-cost way to entice your best clients to introduce you and endorse you to their friends? I've got some...