Beneficiary Designations and Divorce Decrees: A Cautionary Tale
By William H. Byrnes, Robert BloinkBoyd v. MetLife case highlights drawback of overlooking clients’ beneficiary designations.
April 29, 2011
Disarray at SEC Is Complicating RIA ‘Switch’ to State OversightThe delay is the latest sign that the underfunded SEC is struggling to carry the burden heaped on it by Dodd-Frank.
April 29, 2011
How to Build a Firm to Serve the HNW: Part 2 - A "New School" Business ModelDelivering tailored, consistent service—one that shows instead of just tells the true value of the advisor's offering—positions advisors for future growth.
April 28, 2011
Securities alert: The 'Great Divide' debate continuesIn the April issue of Senior Market Advisor, we published an article called "The Great Divide" where we allowed two of our readers an opportunity to square off Mano-a-Mano on the topic of whether advisors should have a securities license.
April 28, 2011
Eat Your Own Cooking? Pros and Cons of Investing With ClientsI’ve always been a proponent of investing in the same portfolios as clients.
April 27, 2011
Editor's Blog: Words Per MinuteThe impending extinction of the manual typewriter is a reminder that not every technological change is a welcome one.
April 27, 2011
Berkshire!I'm off Friday, April 29, to the Berkshire Hathaway annual meeting. The Batmobile is shined-up and ready to go.
April 27, 2011
Berkshire!I'm off Friday, April 29, to the Berkshire Hathaway annual meeting. The Batmobile is shined-up and ready to go.
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