Jerry Cooper
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Homepage: http://thetrustadvisor.com
Posts by Jerry Cooper
Westwood Trust’s “Common Trust Funds” Emerge as Bellwether Business Model for Advisors
Jpm1000000pmFri, 22 Jan 2010 19:35:45 +000010 22, 2010 - 7:35 p01America’s Most Wealth Friendly States Continue to Bid for Your Clients’ Trust Business
Jpm1000000pmFri, 15 Jan 2010 18:00:15 +000010 15, 2010 - 6:00 p01Westwood Trust Shines Helping Advisor Pull In $2 Billion in New Accounts During Meltdown
Jpm1000000pmFri, 08 Jan 2010 17:52:11 +000010 8, 2010 - 5:52 p01Predictions for 2010
MonAmerica/New_York2009-12-28T09:45:01+00:00America/New_York12bAmerica/New_YorkMon, 28 Dec 2009 09:45:01 +0000 28, 2009 - 9:45 am12M&As: A Successful Trust Business Can Sweeten the Deal
FriAmerica/New_York2009-12-18T18:00:59+00:00America/New_York12bAmerica/New_YorkFri, 18 Dec 2009 18:00:59 +0000 18, 2009 - 6:00 p12Collective Investment Funds Re-emerge as Mainstream Investment Option
FriAmerica/New_York2009-12-11T18:00:14+00:00America/New_York12bAmerica/New_YorkFri, 11 Dec 2009 18:00:14 +0000 11, 2009 - 6:00 p12America’s Largest Qualified Plan Check Processor to Launch South Dakota Trust Company
52009vAmerica/New_York11bAmerica/New_YorkFri, 27 Nov 2009 18:00:26 +0000 27, 2009 - 6:00 p11Advisor Managed Common Trust Fund Accounts Disappear as Fiduciaries Fear Risk
52009vAmerica/New_York11bAmerica/New_YorkFri, 13 Nov 2009 18:00:18 +0000 13, 2009 - 6:00 p11-
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Posted by Scott Martin, Contributor - on March 24th, 2013
With a top-tier advertising agency on deck, a high profile in Washington and a support platform that supports just about every business model in the industry, the giant looks poised to write its own ticket on affiliates’ behalf.
When LPL signed a new advertising agency a few weeks ago, the news set off a wave of speculation that the biggest … Read More
Posted by Steven Maimes, Contributor - on March 14th, 2013
With trillions being passed on, can today’s baby boomers break the cycle?
This week a feature in W.S.J. Money by Missy Sullivan caught our attention. It is must reading for wealthy families and their advisors.
LIFE AS A “WEALTH STRATEGIST” can seem pretty comfortable these days. Tom Rogerson, for one, makes a nice living, working half the month from his … Read More
Posted by Rita Dew, Contributor - on February 24th, 2013
Whether the goal is to pump up assets under management (“AUM”) for marketing purposes or to game the regulatory system, the SEC is cracking down on registered investment advisers (“RIA”) that inflate their AUM.
RIAs must report AUM as part of their initial registration application and then annually thereafter as part of the annual updating amendment to their Form ADV. … Read More
Posted by Noah Rosenfarb, Contributor - on February 18th, 2013
A little more than 100,000 families in the United States have a net worth in excess of $25 million. Research indicates that for 98% of these families, their great-grandchildren will not see any of this wealth.
This “shirtsleeves to shirtsleeves in three generations” phenomenon is primarily attributed to poor communication, a lack of trust among family members and unprepared heirs.… Read More
Posted by Scott Martin, Contributor - on February 11th, 2013
Integration is no longer the hurdle to bringing new technology into your office. The latest generation of apps is coming out of the box ready to work with your legacy software.
One of the biggest operational challenges facing modern advisors is the proliferation of programs that work well on their own but need a lot of heavy lifting before they’ll … Read More
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