Registered Rep.’s Top 50 Advisors: Get Institutionalized
It has long been the case that the heaviest hitters rely mostly on high-net-worth retail clients for their outsized success. But now many advisors are finding what they seek one more link up the food chain—in the lower reaches of the institutional segment. To make this jump an advisor has to be highly skilled in picking managers.
The American Dream Planner is designed to develop and stress- test wealth accumulation, management and transfer choices. The software accepts unlimited investments, tax deferred accounts, real property and business interests, income and expenses. Plans can include Trusts (Bypass, Marital, ILITs, CRTs, GRATs), SCINs, marketability and minority interest discounts and other techniques with income, gift and estate tax calculations. Data rich and interactive pie, line and bar charts and tabular data and mail merge provide a source for customizable reports. All versions can share encrypted data. The Personal Edition is intended for individuals with current estates of less than $3-5M. ...
