Mar 1, 2007 12:00 PM, By Glenn R. Ayres, partner, Doud Hausner & Associates, San Diego, and Michael J. Jones, partner, Tho
The most common sticking point for the family-business owner and his successors is driven by fear. Even though succession planning promises great financial...
Want to goose your revenues? Of course you do. But how? For an increasing number of advisors, one solution is targeting small companies' 401(k) plans....
Cannon’s Concepts For Professionals: A Complete Library of Essential Financial Concepts
This reference book was updated for 2008 and now contains over 900 pages of information on essential financial concepts and wealth management strategies for your work with wealthy clients. The book not only contains brief summaries of each topic, but it also contains many useful diagrams and charts that can be used with clients when explaining difficult financial concepts. The information in this book meets current FINRA/NASD guidelines....
