Your Best New Clients: Same-Sex Couples
By: By Halah Touryalai
When California’s Supreme Court legalized same-sex marriages last month, besides making history, it may have opened doors for some financial advisors in search of a niche. That’s because the tens of thousands of same-sex couples expected to wed in the next three years will require specialized financial advice.
60 Seconds
By: John Churchill
Jim Weddle, CEO of Edward Jones, talks about the firm’s new fee-based platform, which it began to roll out in June.
Structured Products: The Bright Future Of Securitization?
By: By Christina Mucciolo
Securitization has gotten a bad reputation lately. Indeed, given the current dismal state of the CDO market, you’d think that they might taint the entire derivative, structured product marketplace.
Wives Divorcing (Suddenly) Sugar-less Daddies; Wall Street Pugilists
By: By Kristen French
It seems that ladies who lunch do not like to give up those lunches, nor their shopping sprees, Gucci handbags and Hamptons summer getaways—no matter what the condition of their marital finances.
Asset-Gathering Machines
By: By Halah Touryalai
Independent registered investment advisors (RIAs) are enjoying a little schadenfreude over the problems plaguing the Wall Street firms.
Green Is Growing
By: By John Churchill
Green investing is gaining traction around the globe, according to the 2008 CapGemini/Merrill Lynch “World Wealth Report.”
Cannon’s Concepts For Professionals: A Complete Library of Essential Financial Concepts
This reference book was updated for 2008 and now contains over 900 pages of information on essential financial concepts and wealth management strategies for your work with wealthy clients. The book not only contains brief summaries of each topic, but it also contains many useful diagrams and charts that can be used with clients when explaining difficult financial concepts. The information in this book meets current FINRA/NASD guidelines....
