Tag Archive
Flying Fractional to Win Business
For high-flying financial advisers and their wealthy clients, owning a fractional share in a private jet may be an important business-building tool. Dow Jones Wealth Adviser’s Veronica Dagher speaks with Flight Options CEO Mike Silvestro about the adva…
Recalling March 9; Predicting 2011
Financial advisers Josh Brown, Chris Cordaro and Jonathan Kass recall
the March 9th lows of 2009, share the lessons they learned from that day
and give their predictions for the rest of 2011. Dow Jones Wealth
Adviser’s Veronica Dagher reports.
Portfolios for Entrepreneurs
Financial advisers can work with entrepreneurs to harness their business skills and experience in order to create optimal portfolios for this ambitious set. Margaret Franklin, chair of the CFA Institute board of governors and CEO of Kinsale Private Wea…
Last-Minute Gifting
A lower than usual gift-tax rate makes 2010 a terrific year for parents and grandparents to make substantial gifts, but financial advisers are encouraging clients to wait until the end of December if they’re elderly and frail because there currently is…
Looking Beyond Clients’ Assets
Financial advisers often judge clients by their liquid assets when they walk in the door, but taking a broader approach and looking at both sides of the balance sheet can be more profitable for the adviser and more helpful for the client, says John Wal…
Agi Anderson, CDPE, compiled changes made to Make Affordable HARP refinancing program, October 2011 ~ to see if you qualify, just enter your name and email to request HARP guidelines. (make sure to check spam for email confirmation)
