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Financial Planning
April 1, 2012
Joel Bruckenstein |
Tech Tools: Target Engaged One of the themes of February's Technology Tools for Today Conference was a lack of advisor efficiency. Balance Financial's new software for advisors is designed to alleviate this very problem.   |
The Motley Fool
November 4, 2005
Roy Lewis |
Tax Overboard! Did your third-quarter estimated tax payment for Uncle Sam wind up in the San Francisco Bay? It's quite possible. The IRS accidentally sent 30,000 tax payments into the drink. Was yours affected? Here's how to find out. |
Registered Rep.
August 1, 2005
Bruce Sankin |
Cover Your A** With Paper Unfortunately, the client account form's importance is misunderstood, and many advisors do themselves a disservice by not maximizing its protective qualities. Here's a guide to doing so. |
Investment Advisor
October 2008
Kodialam & Adolf |
Gold Medal You can deliver exceptional service throughout the client lifecycle. |
Financial Planning
September 1, 2008
John J Bowen Jr |
Time to Say Goodbye Today's most successful advisors recognize a simple but powerful fact of business: It's better to work with a small number of great clients than to serve a huge base of clients who are only mediocre. |
Registered Rep.
May 1, 2004
Kevin McKinley |
Taking the Ax Out of Tax An advisor knows a big payday is in the offing if he can prove himself indispensable in figuring out how to get the client the money he needs while helping him cut his tax bill when selling highly appreciated assests. A look at private annuity trusts. |
Financial Advisor
March 2012
Joni Youngwirth |
When To Prune One can find good reasons to cut clients and good reasons not to. Advisors who do are typically happy they took action. |
Financial Advisor
February 2008
Joel Bruckenstein |
Custodians Beef It Up Since advisors' work flows are often intertwined with custodian-supplied technologies, let's take a look at what the custodial firms have in store for 2008. |
Investment Advisor
March 1, 2011
Jim Komoszewski |
Creating a Business Plan (You Will Actually Use) The trick is to think small -- about 3x5 to be exact. A one-page plan that is implemented and executed is better than a 20-page plan that is being used to stabilize a wobbly desk. |
Registered Rep.
November 25, 2009
Philip Palaveev |
The Top 10 Financial Mistakes Advisors Make Personal financial issues occur in every channel of the industry and affect advisors of every size of practice -- from the owners of very large wealth management firms to small independent practitioners. |
The Motley Fool
September 5, 2006
Dan Caplinger |
How to Pick a Financial Advisor If you don't have the time or inclination to manage your finances on your own, it can be extremely beneficial to get help from an outside advisor. By following these basic suggestions, you can find a suitable advisor to keep you on the road to financial stability and independence. |
Entrepreneur
April 2004
Scott Bernard Nelson |
Brace Yourself Want to avoid getting hit by the IRS? Plan ahead. |
Financial Advisor
September 2005
Bill Bachrach |
Six Do's And Six Don'ts Of A Successful Practice Most financial advisors say they want to build a business that generates a sizable income and lets them live the life they want. Yet few advisors consistently do what it takes to create that kind of business. |
Commercial Investment Real Estate
May/Jun 2015
Donald J. Valachi |
Lease Option or Sale? What is the economic reality of your transaction? |
The Motley Fool
December 22, 2010
Rich Smith |
Tax Time Just Got Easier Effective Jan. 1, the IRS is about to institute a new rule requiring that brokerages begin keeping track of how much you pay when you buy a stock -- your "cost basis," in accounting parlance. |
Registered Rep.
September 24, 2015 |
The 2015 Wealth Management Industry Awards Winners Companies like Charles, Schwab, Fidelity, and Betterment are profiled for their achievements in financial services. |
The Motley Fool
February 13, 2004
Roy Lewis |
IRS: e-Everything! A visit to the IRS website can make your tax life a little bit easier. |
The Motley Fool
March 26, 2004
Roy Lewis |
Paying Taxes Electronically Completing a tax return isn't easy, but paying your taxes is. |
Financial Advisor
March 2005
Katz & Evensky |
Investment Performance Vs. Wealth Management A survey of high-net-worth clients and their advisors reveals a marked difference in perception between the two groups, particularly regarding value, advice and performance. |
Entrepreneur
November 2004
Joan Szabo |
Electric Slide Switching to the the Electronic Federal Tax Payment System makes good tax sense for small businesses. |
Financial Planning
November 1, 2008
Michael A. Bell |
Time Is Money When asked what their greatest challenge is, virtually all advisors say it's not product complexity -- or even the regulatory landscape -- that causes the most stress. It's lack of time. |
National Real Estate Investor
July 1, 2006
David Cardwell |
Electronic Payments Accelerate Cash Flow Adept property managers are encouraging the use of electronic payments and customizing options to meet residents' needs. Electronic payments help close new business faster, accelerate the availability of funds, reduce delinquencies, and enhance security. |
Investment Advisor
December 2005
James J. Green |
Talk to Chuck Schwab the company began as a transaction service, then moved into mutual funds, but Schwab the man believes his greatest legacy was his ability to democratize investing, and to support the notion that people could get their advice from someone who did not have a conflict of interest. |
