Morgan Stanley Smith Barney is offering as much as 330% of a brokers annual production to join the firm.
Click here to view the article from Investment News: “Morgan Stanley Smith Barney pumps up recruiting packages to lure top producers.”
With all the problems that big Wall Street firms caused for the global economy, it is absolutely [...]
Bill Ramsay, CFP®, was recently quoted in the November 2009 Investment Advisor magazine.
Bill Ramsay, CFP®, recently participated in his third Triangle Business Journal roundtable event. The 2009 Financial Roundtable: Wealth Strategies was held at the Triangle Business Journal office on September 29th, 2009, with the full article appearing in the October 16th, 2009 issue.
Bill also participated in the Triangle Busniess Journal’s rountables on August 23, 2007 and [...]
Financial Symmetry Inc. is proud to announce that Will Holt, CPA, has earned the CFP® designation. Congratulations Will!
The following is Will’s recent letter to our clients announcing his achievement.
When I joined Financial Symmetry a little over three years ago, I came in with a broad goal of using my extensive experience in accounting and taxation [...]
Understanding the difference between a fiduciary standard and a suitability standard could pay major dividends in a relationship with a financial professional. Operating under the fiduciary standard requires a planner to put the client’s interest ahead of his or her own. In other words, don’t be afraid to ask your financial advisor the motivation behind [...]
When researching mutual funds to invest client funds, we evaluate numerous aspects including corporate culture, manager experience and compensation, research philosophy, and expenses. One of our primary concerns is that fund managers have their interests aligned with those of shareholders. In our view we find one of the best measures of this to [...]
The next NAPFA Consumer Webinar Series is scheduled for November 6th, 2009 from 1:00pm until 2:00pm. Here’s a preview of the upcoming series, Protecting What You Have :
Protecting What You Have
1:00 pm – 2:00 pm ET
Instructor Roseann Bove, CFP, CLU
NAPFA-Registered Financial Advisor
Your health, family, and home are important and need to be kept safe. Roseann [...]
