Bob Veres writes about need for advisers to be more courageous, show confidence and commitment in March 2012 edition of Financial Planning.
“I make millionaires”.
Planning for lawyers: a partnership interest, a retired.enter plan, vacation home and an ego.
LIFE SETTLEMENTS: Market for selling life policies early is hurting get.
WEalthstation from SunGuard also entering RIA software market. Product looks good; I have same concerns as others I’ve reviewed lately – suitability for small start-up and risk management capabilities.