Why I Charge a Monthly AUM Fee
By Mike PattonIn any business, it's best to have a diversified stream of income. When you derive your income from multiple sources, you are better insulated against...
November 02, 2009
Schwab to Offer Commission-Free ETFsWill roll out eight of its own funds over the next month
November 02, 2009
A TARP Failure: CIT Files for BankruptcyBig lender plans quick exit from Chapter 11
November 02, 2009
An Important, Often Overlooked, Risk to ClientsI've often heard it said that it is very difficult to be a generalist as a financial planner. One reason may be that there is...
November 01, 2009
Making a DifferenceCEO-PRESIDENT, AMERICAN FINANCIAL NETWORK, Calabasas, CALIF.; AUM: $1.2 billion HIS FIRM'S FOCUS: "We bridge the gap between businesses and the people who own them." Here's...
November 01, 2009
Editor's Note: At Least One Booming MarketAs I write this note on October 14, there remains some skepticism that the recession is over and that we have entered a true recovery,...
November 01, 2009
Expert's Corner: Bringing Structure to DiscussionsUsing a structured approach to discussing important issues in your firm can dramatically improve your decision making process. It typically results in better input from...
October 26, 2009
Merrill Launches Retirement Income SolutionComprehensive service designed to increase Merrill brokers' retirement income skills