More and more investment advisors are looking to grow their business through mergers or acquisitions But while these deals present a great opportunity Private Ocean CEO Greg Freidman cautions advisors to really investigate the firms theyrsquore looking at ldquoMergers between RIAs are like marriage without sexrdquo he saysnbspAs he found out an unintended consequence of the 2009 merger between Friedman amp Associates and Salient Wealth Management resulted in a substantial dropoff of client
A Step in the Right Direction for Elder Abuse Cases
Jul 18, 2018
New York Court denies a live-in caretaker turned predator a wife’s right to an inheritance.
lottery winner
How Not to Invest a Lottery Jackpot
Jul 17, 2018
Those who teach themselves to be rich responsibly are the exception.
Find out about the clientrsquos current physical and mental health prognosis of any developing or latent condition relevant past medical history and estimation of future health care needs including personal care or need for medical assistance This information may affect the viability of certain estate planning or elder law strategies
Making Health Care a Permanent Part of Your Clients’ Plans
Jul 17, 2018
Breaking the planning process into smaller pieces will make it seem more attainable.
last will and testament
Should Your Client Be Wary of Being Appointed an Executor?
Jul 16, 2018
A new survey underscores the tremendous task of settling an estate.
HighTower
HighTower Names New Head of M&A
Jul 15, 2018
Marc Cabezas joins HighTower to lead its M&A, Robinhood adds Litecoin and Bitcoin Cash to its trading app, and homeownership rates drop among young adults while the elderly age in place.
hand hearts
Six Key Lessons to Achieve Coherent Philanthropy
Jul 13, 2018
Charitably inclined families can benefit from a focused vision.
passports
Americans Can Now Be Denied a Passport Due to Unpaid Taxes
Jul 13, 2018
Who's at risk?
Load More