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7/1 - Morgan Stanley Smith Barney: Venture Completes Its First Ste...
For the deal, Citi is transferring 100 percent of its Smith ...  More
7/1 - Inflation or Deflation? Looking for Signs of Future Prices
We may experience extremely high inflation at some point in ...  More
7/1 - Altered State: What's New in How Advisors Deliver Retirement...
Most advisors are reassessing risk tolerance and are concern...  More
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Spotlight

Joel P. Bruckenstein, CFP®
reviews new ClientVision CRM system:

ClientVision is intended to be a simple, easy to use, industry-specific Web-based CRM application. For those currently using MS Outlook, and who want to easily and inexpensively extend its functionality, ClientVision just might be the plug-in they’ve been looking for.
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7/3 - Where is Jimmy Stewart's Honeymoon Money When You Need It?
Did you know that 7 banks failed just yesterady? On top of the five that failed a week earlier? Source: FDIC On top of yesterday's unexpectedly disappointing jobs report (450K+ new unemployment claims in June) it appears talk of recovery...  More
7/2 - Fiduciary Reform: The Crux of the Issue
Activities on the fiduciary reform front heated up this week. According to an article in FA magazine, a group of advisors calling themselves the Committee for the Fiduciary Standard formed to lend a voice to refinement of fiduciary standards for...  More

 
 
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