Uncategorized

reading notes FP magazine March 2012

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.

 

Leave a Reply

Your email address will not be published. Required fields are marked *