The Most Important Ratio in HNW Retirement Planning
By John SullivanTop advisor Barbara Attardo says HNW clients have many of the same problems as the mass affluent.
September 20, 2013
10 Most Expensive Hotel Rooms in New YorkIf youve traveled to New York and wondered where the super wealthy stay overnight, well, these accommodations start in the five figures.
September 18, 2013
4 Financial Planning Profiles That Determine Consumers’ Future SuccessIn something of a surprise, new research by the CFP Board and the Consumer Federation of America says about nine in 10 households are engaged in financial planning.
September 18, 2013
Giachetti to Junxure Users: Show, Don’t Tell, SEC Examiners You’re CompliantThe SEC is asking smart questions in exams, the securities lawyer warns, with major changes even since 2011. His advice on how to stay compliant.
September 16, 2013
Next-Gen Advisor Crisis: Numbers to Shrink by 2017, Cerulli SaysSince peaking in 2005, industry headcount has declined by more than 32,000 advisors.
September 13, 2013
Americans Really Don’t Like Wall Street: PollWall Street scores the lowest rating of any person or institution included in an NBC News/Wall Street Journal poll.
September 12, 2013
Atlanta Capital Rolls Up Small Family Office FirmsAtlanta Capital, which just bought neighboring PFM Capital, claims it is ahead of a national family office trend, serving clients with assets under $100 million.
September 12, 2013
Ex-Ameriprise Rep Opens TrestleBridge, Affiliates With LPLMeanwhile, LPL-affiliated Washington Wealth rolls out platform for advisors who want to work remotely.