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Trust & Estates
Trusts & Estates is the monthly journal for estate planning and wealth management professionals.
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Planner/RIA Practice Top Story

America’s Top 100 RIAs

Jul 1, 2008 12:00 PM

More Planner/RIA Practice Articles

What Is Your Practice Worth? Plenty—If You Are Fee-Based

Aug 25, 2008 3:21 PM, By John Churchill

Considering selling all or part of your book? Buyers don’t seem to have a preference for a business model—whether you are an investment manager, say, or a financial planner; what they do care about are present and future revenue streams. ...

One Is A Lonely Number

Aug 1, 2008 12:00 PM, By Robert Hertzberg

Teams come in all shapes and sizes. Even the simplest of teams can be a boost to business...

Spreading Your Brand Around

Aug 1, 2008 12:00 PM, By Anne Field

When you are the face and the force behind your business’ success, it can be tough to maintain rapid growth. If you want to avoid burnout, you have got to actively promote your underlings and associates....

60 Seconds

Aug 1, 2008 12:00 PM, Kristen French

Craig has been trading commodities for over 20 years, and has posted long-term annual average returns of around 20 percent. Since April 2006, when he...

RIA Alternatives

Aug 1, 2008 12:00 PM, By Mindy Diamond

Some big wirehouse brokers are fed up with Wall Street and want full independence. For those who aren’t prepared to go the RIA route on their own, there are plenty of options....

60 Seconds

Jul 1, 2008 12:00 PM, 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....

The Inner Game: Keeping Score

Jul 1, 2008 12:00 PM, By Matt Oechsli

It's halftime in the game of 2008. If you want to come out a winner, this is the moment to assess whether you’re on track and readjust....

The Graduates

Jul 1, 2008 12:00 PM, By Halah Touryalai

Hiring experienced advisors with handsome books of business has its benefits, but bringing on hungry young advisors can save you upfront money, culture clashes and all the headaches that accompany today’s fierce recruiting wars for top talent. ...

ETFs and Wirehouse Reps: Perfect Together

Jul 1, 2008 12:00 PM, By Stan Luxenberg

The growing acceptance of ETFs among wirehouse advisors demonstrates how far they have grown professionally. They’re not your stock jockeys of yore....

America’s Top 100 RIAs

Jul 1, 2008 12:00 PM

Resurrecting The Defined-Benefit Plan

Jul 1, 2008 12:00 PM, By Mollie Neal

These plans are great for high-earning small-business owners over 45 who need to play catch up on their retirement funding....

Emergency Funding for Junior's Education

Jul 1, 2008 12:00 PM, By Kevin McKinley

With credit conditions tightening and student loans drying up, here are some less traditional sources of funding your clients can tap to fund higher education for their kids....

Morgan's Magic

Jul 1, 2008 12:00 PM, By John Churchill

Dean Witter who? Gorman and his handpicked team have transformed Morgan, making it one of the hottest brands on the Street....

The Problem With Success

Jul 1, 2008 12:00 PM, By Christina Mucciolo

Independent b/ds, with razor-thin operating margins, need to grow to remain profitable. Yet they must also maintain that small company feel. NEXT Financial Group walks the razor’s edge....

All in the Family

Jul 1, 2008 12:00 PM, By Anne Field

Having friends, family and acquaintances as clients can be a great gig—if you do it right....

Current Issue

Registered Rep Cover

What-I-Believe-In Investing

By Stan Luxenberg
August 1, 2008

Can, say, an oil company, be considered an eco-responsible company? What about a company that caters to “non-married” lifestyles?

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