Redler & Seigel, P.C. believes in a team approach. We work closely with other professional advisors including financial planners, financial consultants, insurance professionals and certified public accountants to ensure that our clients receive the most comprehensive and effective planning. Our attorneys encourage our clients to invite their professional advisors to meetings in our office. Our attorneys also, at the request of our clients, commonly discuss our client's specific situation with our client's advisor(s) to ensure that every detail of the client's situation is considered during the planning process.
Global Exposure Only a tiny handful of advisors have taken the step of steering clients into the $2 trillion foreign exchange market.
Financial Planning July 1, 2008 Suzanne McGee
The Matchmaker A financial planner proposes a merger to a large regional accounting firm. Read on to hear how their marriage is working out.
Financial Planning July 1, 2008 Jim Grote
Get Fees? Young, high-net-worth investors care about the amount they are paying in fees and are only willing to cough up high costs in management fees if they are getting above-average performance in return.
Financial Planning July 1, 2008 Stacy Schultz
Advisor Emporium Fidelity offers dual business platform... Symetra offers guaranteed retirement income... Pershing launches trust network... Arrow offers DWA tactical fund... KBS opens REIT investment... New generation of Laserfiche available...
Financial Advisor July 2008
Editor's Note This year's Pershing INSITE conference provided an opportunity for a hero of the 1990s, Alan Greenspan, whose image has been tarnished in the last 12 months, to shed some light on our current economic predicament.
Financial Advisor July 2008 Evan Simonoff
Frontline News News of interest to the financial community: CFP Board's New Conduct Standards... SEC Examining More RIAs... Advisors Await Word On New Privacy Regulations... First Western Buys Fourth RIA Firm, Doubles Size...etc.
Financial Advisor July 2008
Slower Build Growth slowed last year among in-dependent advisors, due to the lagging stock market.
Financial Advisor July 2008 Robert Casey
Process Can Make Your Firm Great Ironically, financial advisors -- planning professionals -- often fail to plan strategically for their own businesses. Creating business processes is key to running a successful financial advisory practice and making your firm great.
Financial Advisor July 2008 Andrew Gluck
When Is The Price Right? To answer the question -- how much, or equally important, in what way should an advisor be charging -- one has to understand a number of things about an advisor's practice.
Financial Advisor July 2008 Rebecca Pomering
Keeping The Record Straight Financial Planning Association President Mark Johannessen and Andrew J. "Buddy" Donohue, director of the investment management division of the U.S. Securities and Exchange Commission, discuss current regulatory issues affecting the financial planning profession.
Financial Advisor July 2008 David Lawrence
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