The Trust Advisor Blog Offers Something New |

The Trust Advisor Blog Offers Something New

Posted by Jerry Cooper, Contributor - on June 22nd, 2010

This July, we celebrate our first year anniversary by launching a new service for our readers.

We will be bringing you email announcements from important product providers in our industry.

This includes trust companies, technology firms, trust banks, advisory firms and consultants who can help you build and grow your business.

We are sure the valuable information they offer will be useful to help you serve your clients, create a more valuable customer experience and ultimately help you better protect and build their wealth.

In order to receive these announcements you must subscribe by email. If you are not a subscriber and wish to Click Here

Providers interested in information and rates on reaching our readers Click Here

Jerry Cooper, Publisher, The Trust Advisor Blog.

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Lack of Planning Turns Breakaway Dreams into Disaster

Posted by Scott Martin, Contributor - on May 22nd, 2013

Even critics acknowledge that talent has started moving back out of the wirehouse and into independent channels. But you need the right tools if you hope to run with the bulls this year.

Another year of golden handcuffs keeping about 20,000 star advisors in the wirehouses is wearing away, which means it’s time to start talking about breakaway brokers again.… Read More

Outsourced Portfolios Winning the Long Ground Game

Posted by Sean Mullen, Contributor - on May 13th, 2013

As unified model-only platforms mature, the Return on Investment (ROI) proposition for advisors gets better and better. Once they try, nobody goes back.

After a decade of intense turmoil, innovation and more than a few crossed industry signals, it now looks like the Unified Managed Account (UMA) has achieved critical mass.

According to the latest numbers from the Money Management … Read More

Epidemic of Custody Violations Among RIAs and How to Cure Them

Posted by Rita Dew, Contributor - on April 29th, 2013

The SEC has found that Registered Investment Advisers (“RIAs”) are plagued by an epidemic of custody violations. Worse yet, many RIAs do not even realize they have a custody problem.

On March 4, 2013, the SEC released a Risk Alert and Investor Bulletin related to Rule 206(4)-2 under the Investment Advisers Act, better known as the Custody Rule.

The Risk … Read More

Outsourcing Investment Management: Not an All-or-Nothing Gamble

Posted by Jennifer Goldman, Contributor - on April 8th, 2013

When it comes to handing off the portfolio management, financial advisors have many options. Know exactly what you need.

More advisors than ever before have already moved to outsourcing the back office work such as reconciliation, reporting and billing.

Despite this trend, many are still grappling with the idea of outsourcing the investment research, selection and trading, and still handling … Read More

Doom for DOMA Spells AUM Bonanza for LGBT Wealth Planners

Posted by Roland McMillan, Contributor - on April 1st, 2013

Same-sex marriage creates both new challenges for non-traditional wealthy families weary of added complexity and opportunities for the advisors eager to lend a hand.

The situations that financial planners who focus on the LGBT market wrestle with are endless. A career military officer retires from a 30-year career in the army, dies a few weeks later and his long-time spouse … Read More