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This week, IRA expert Ed Slott answers questions about the tax implications of inherited IRAs.
June 7
Ed Slott & Co. -
Scott & Stringfellow named Bryan Cram president of its private client group. Cram he plans both internal and external expansion of the retail business.
June 7 -
On June 7, 2012, Denver-based Curian Capital, LLC added of four new executives to the product development and asset management teams.
June 7 -
On June 7, 2012, Novato, CA-based Hennessy Advisors, Inc. signed an agreement with FBR Fund Advisers, Inc. to buy the entire family of 10 FBR Funds.
June 7 -
Theyre skeptical, cynical and probably way too dependent on mobile computing devices. But advisors who dont make the effort now to target and cater to Generation X and Generation Y investors will pay a steep price in the next decade as their bread-and-butter Baby Boomer clients transition from wealth accumulators to wealth distributors.
June 7 -
Advisors who want to position themselves for growth should set their sights on the next generation of investors who are poised to inherit unprecedented wealth.
June 7 -
Elite RIAs have achieved near-equal compensation with top-earning wirehouse advisors, according to research from Sanctuary Wealth Advisors.
June 7 -
In testimony before members of a House committee on Wednesday, Richard Ketchum, the chairman and CEO of FINRA, offered an enthusiastic endorsement of a legislative proposal to establish a self-regulatory organization to oversee RIAs.
June 7 -
Its who, what, why, where, when and how much, says Nick Niemann, an Omaha, Neb., attorney wo has worked with hundreds of financial planners and their entrepreneurial clients.
June 7 -
A majority of advisors surveyed are willing to recommend sustainable investments, formerly known as socially responsible investments, making the potential markets as big as $650 billion, according to a survey by the Calvert Foundation.
June 7




