As baby boomers build their long-term financial plans, which may include varied objectives such as transferring their wealth to the next generation or contributing to charitable causes, it's increasingly imperative that
advisors have the ability to offer comprehensive services to their clients who have or will be moving their assets into trusts.
We believe that Sourcefire's portfolio of leading edge products and technologies, combined with the inherent advantages of a vibrant and growing community of open source users will allow Sourcefire to continue to thrive in the rapidly growing network security industry", said Karey Barker, Cross Creek Capital investment committee member and Wasatch
Advisors Principal and Portfolio Manager.
Hartwell was most recently with Fidelity Investments where he was responsible for sales and relationship management in the registered investment
advisor group.
The first workshop, "Foundation for Success," introduces new
advisors to the process, systems and sales ideas that elite
advisors have used to build a successful practice.
It will be accessible primarily through investment
advisors and has a $50,000 investment minimum.
WFG Capital
Advisors LP of Harrisburg, Pennsylvania served as exclusive financial
advisor to RESOURCES for Retirement, Inc.
We have a wide array of products based on a sound and repeatable investment process," he said, "and we're strongly committed to partnering with financial
advisors throughout the country to distribute these products.
And to help financial
advisors find the materials they need as efficiently as possible, Forefield has incorporated a cutting-edge search algorithm and separated search results into individual content categories.
Witkos served most recently as executive vice president, Asset Management Marketing with the
Advisors Group.
Raymond James' selection of PlanningStation is another example of the firm's commitment to providing the highest level of service possible to its financial
advisors and clients.
We've run a classified ad in a professional publication such as the JofA or the Massachusetts state society's newsletter," says Kristine Porcaro, a principal with Lexington
Advisors in Lexington, Massachusetts.
Further,
advisors making a statement about tax consequences after a transaction is entered into may become material
advisors, thus blurring the line between material
advisors and tax preparers.
For example, more than 80 top accounting and financial planning firms recently formed a federally chartered trust company, National
Advisors Trust.
The National Association of Personal Financial
Advisors (NAPFA), located in Buffalo Grove, Illinois, can be reached at 888-FEE-ONLY or www.
This information, along with tracking of time and day of incoming calls for referral, should provide a good picture of when physician
advisors will offer the most effective service.
