The Quiet, but Growing Custodian
By James J. GreenWhen most rias think of their custodial options, their choices seem limited to the big four: Schwab Institutional, Fidelity Institutional Wealth Services, TD Ameritrade, and...
August 29, 2008
Waiting On the StormAs I sit to write this, we are keeping a close eye on Gustav. This one-time hurricane, then tropical storm, is again a hurricane and...
August 25, 2008
On Service and GrowthLast week I began moving into my new office. The phone was connected Thursday as was the DSL line. When the phone company technician came...
August 18, 2008
The Lease of My WorriesI was in the process of moving my office and thought I had found the new place, until I hit a snag. I learned there's...
August 12, 2008
Fidelity Testing eSignature ApplicationFidelity Institutional Wealth Services is conducting a pilot application, part of its WealthCentral platform for RIAs, that allows investors to place an electronic signature on...
August 04, 2008
Thorough and ValuableLast week was very busy. I presented a financial plan to one client, began to prepare a more complex plan for another, delivered a life...
August 01, 2008
The finalistsRosemary Caligiuri, Harvest Group Financial; Mark Fields, EstateMark Financial, Inc.; Chris Hobart, Hobart Financial Group; David Hollander, Liberty Group, LLC; and Stefanos Loisou, Financial Workshops. What makes advisors successful? Is there a
July 31, 2008
The finalistsRosemary Caligiuri, Harvest Group Financial; Mark Fields, EstateMark Financial, Inc.; Chris Hobart, Hobart Financial Group; David Hollander, Liberty Group, LLC; and Stefanos Loisou, Financial Workshops. What makes advisors successful? Is there a