Online News for Financial Advisors, RIAs, Investment Advisors, Financial Planners & Wealth Managers

March 2013
The Long-term Outlook for Energy
Globally, the scramble for energy security remains one of the most significant issues to follow in a world that will continue to face political upheaval. Examine the secular challenges facing the Energy sector and explore how investors may unlock potential opportunities as a result of this important economic topic. - Read More

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Today's Economy May Make Tax-Deferred 401(k) Plans A Bad Deal

Guiding your clients toward an approach that hedges against the risk of both tax-rate increases and decreased stock values may give them a much safer path toward protecting their retirement savings. + Read more
Chains, Stains And Pains Of Retirement

Advisors need a new combination of skills to help prepare clients for retirement -- skills that go beyond dollars and cents. + Read more

Redesigning Success
by Eric Rasmussen
The advisors at JMG Financial Group decided they had to tear up their organization and start over if they were going to have a future. + Read more
The Mysterious Magic Of Mergers
by Philip Palaveev
Hundreds are going on in the advisory business, but doing them successfully is a challenge. + Read more
Feathering An Advisory Nest
by Mary Rowland
Laura Schilling has opened a firm staffed with stay-at-home moms. + Read more

Trust Company Of America Appoints Board Member

Robert MacDonald, former global chief marketing officer of 3M, has joined the firm’s board of directors. + Read more
Raymond James & Associates Recruits Advisor

Cynthia Woodsmall Jones has joined the firm in Georgia. + Read more

Today's Economy May Make Tax-Deferred 401(k) Plans A Bad Deal