Physician Assistance: How to Advise Doctor Clients
Most advisors prefer to work with higher-net-worth people, and for many advisors, medical doctors and dentists constitute a key client group.
Twenty-six years after its founding, the Old Tappan, New Jersey fee-only wealth management firm Greenbaum and Orecchio has changed its name to Modera Wealth Management....
Noted New Jersey Wealth Manager Changes Its Name
Greenbaum and Orecchio now Modera Wealth Management
The Board of Directors of Putnam Investments announced that Robert "Bob" Reynolds has been named president and CEO of Putnam Investments. Charles "Ed" Haldeman, current...
NAPFA Set Records; Elects New Chair
The National Association of Personal Financial Advisors (NAPFA) announced at its annual meeting, beginning May 14 in Long Beach, California, that it had achieved several...
A Level Playing Field
"A financial advisor held to a Fiduciary Standard occupies a position of special trust and confidence when working with a client. As a Fiduciary, the...
NAPFA Has Big Crowd, New Chairman-Elect
The National Association of Personal Financial Advisors (NAPFA) launched its annual meeting May 3 in Chicago with a very healthy crowd and a new chairman elect--advisor Tom Orecchio, who is currently serving as NAPFA treasurer.
In His Own Words
How does Greenbaum and Orecchio handle new clients? Tom Orecchio walks us through a client's first year, in his own words. "The first thing we do...
Service, Service, Service
Many people today do their own Internet research to find the best deals on travel, cars, real estate, and, yes, even financial advice. When it...
The Plight of a Trough
Variable universal life insurance, or VUL, has a dual nature: it consists of life insurance with an investment component. It has a dual image in...