TITLE

The Magnificent Seven

AUTHOR(S)
Satter, Marlene Y.
PUB. DATE
April 2013
SOURCE
Investment Advisor;Apr2012, Vol. 33 Issue 4, p22
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article lists the top U.S. investment advisors and their strategies for lessening the tax burden on their clients. As per the lists top advisors include Martin Shenkman of Martin M. Shenkman PC. in Paramus, New jersey Derek Tharp of Mote Wealth Management LLC. in Cedar Rapids, Iowa and Bobbie Munroe, owner of Fraser Financial in Atlanta. It also mentions their strategies including non-grantor trusts, tax efficient planning and client's assets allocation.
ACCESSION #
86433790

 

Related Articles

  • Calendar.  // Investment Management Weekly;3/31/2008, Vol. 21 Issue 13, p11 

    A calendar of events for the investment management sector in the U.S. in 2008 is presented including "Manager Search and Selection Forum" by Financial Research Associates, "Distressed Debt Summit" by the Opal Group and "Alternative Investing Summit East" also by the Opal Group.

  • Calendar.  // Investment Management Weekly;3/17/2008, Vol. 21 Issue 11, p11 

    A calendar of events for the investment management sector in the U.S. from March to April 2008, is presented, including the Manager Search and Selection Forum, the Latin American Pensions Congress, and the Mountain Public Employee Retirement Systems Forum.

  • Profile statistics at a glance.  // Pensions & Investments;5/30/2011, Vol. 39 Issue 11, p18 

    Statistics are presented on the various types of assets of U.S. money managers as on December 31, 2010 which include institutional tax-exempt assets, passive domestic bonds, and high-yield securities.

  • the numbers.  // California CPA;Jan/Feb2009, Vol. 77 Issue 7, p5 

    The article presents statistics on a variety of topics including the number of investment advisers registered with the U.S. Securities and Exchange Commission (SEC), the amount distributed in the $1.546 million additional stimulus payments in November 2008, and the percentage of Baby Boomers who...

  • Grow and Learn. Sullivan, John // Investment Advisor;Jun2010, Vol. 30 Issue 6, p123 

    The article focuses on a poll of financial advisors in the U.S. conducted by SEI Advisor Network which found that their top priority in 2010 is the creation of new initiatives to increase sales and grow business.

  • Aging Demographic Is Opportunity for Advisors.  // American Banker;6/14/2011, Vol. 176 Issue 91, p6 

    The article notes the investment opportunity presented by an aging U.S. population and advises investment or financial advisers about legal and financial protections for older clients such as living revocable trusts, living wills, and health care proxies.

  • America's Top 100 Independent BID Advisors.  // Registered Rep;Aug2011, Vol. 35 Issue 8, p44 

    The article lists the top 100 Independent Broker/Dealer Advisors in the U.S. which include Ron Carson of Carson Wealth Management Group, Susan Kaplan of LPL Financial and John Waldron of LPL Financial.

  • SUCCESSION SCENARIOS FOR SOLE PRACTITIONERS.  // Practical Accountant;Jan2008, Vol. 41 Issue 1, p9 

    The article reports on special issues face by sole practitioners when it comes to succession planning. Martin Shenkman, author of Life Cycle Planning for the Certified Public Accountant (CPA) Practice, presents succession scenarios ignored by sole practitioners such as temporary disability,...

  • Where Do Widows Go? Bradley, Susan // Bank Investment Consultant;Sep2010, Vol. 18 Issue 9, p33 

    The article discusses why widows seek help from financial advisors after the death of their husbands in the U.S. It notes that widows are experiencing a stressful and confusing life transition, and as a result, their normal capacity to function is temporarily diminished. It mentions that a widow...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics