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Calendar - A by month break down of the major industry happenings.

Private Wealth Events - Financial Advisor's events through out the year conferences, seminars, web-casts, pod-casts.

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Blogs

Evan Simonoff's
FA Blog

Dorothy's blog Dorothy
Hinchcliff's
FA green Blog

Charlie Stroller’s
Smart Spender
Blog

Online Extras

Managed Futures As A Portfolio Diversification Tool

Now that there’s another year on the calendar since the market meltdown of 2008, many advisors of high-net-worth individuals are seeking to add diversification arrows to their investment quivers, and some are adding managed futures.

The Sea Change In Generational Wealth

Over the past decade, two of the major historical constants on long-term planning—the temporal limitations of the trust form as dictated by the Rule Against Perpetuities, and the inability of a trust settlor to avail him- or herself of spendthrift protection—have been undone in a growing number of jurisdictions.

A Model Portfolio

A prominent advisory firm shares its model diversified portfolio, suitable for a client in retirement.

Liking Cash-Flush Companies

This Schwab fund manager is sticking to stocks in companies that are sitting on big cash reserves, do business in many places and have a track record of announcing pleasant surprises. That may be sound philosophy, but it's not sure-fire.

A Thin Line Between Moxie And Malfeasance

While the Galleon probe might seem fantastically remote, another insider trading case sends a very sobering message to those who routinely seek out market information to gain an extra edge.

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