Skip to content

reading notes FP magazine March 2012

March 21, 2012

Bob Veres writes about need for advisers to be more courageous, show confidence and commitment in March 2012 edition of Financial Planning.

“I make millionaires”.

Planning for lawyers: a partnership interest, a retired.enter plan, vacation home and an ego.

LIFE SETTLEMENTS: Market for selling life policies early is hurting get.

WEalthstation from SunGuard also entering RIA software market. Product looks good; I have same concerns as others I’ve reviewed lately –¬†suitability for small start-up and risk management capabilities.

 

From → Uncategorized

Leave a Comment

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: