Fw: Sudden Wealth: Ensure That Today's Windfall Lasts

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From: Financial Planning <financial-planning@email.financial-planning.com>

Date: Tue, 13 May 2014 12:27:20 -0400 (EDT)

To: <mainandwall@gmail.com>

Subject: Sudden Wealth: Ensure That Today's Windfall Lasts

Home  |  Subscribe       Daily   May 13, 2014       Top Stories   Sudden Wealth: Ensure That Today's Windfall Lasts by ANDREW WELSCH   Clients who suddenly come into newfound wealth can see that money dissipate just as quickly as it appeared. Advisors can be an anchor on financial reality. Here's how. READ MORE »   Despite Pledge, Valerie Brown Out in RCS Capital Shuffle; Larry Roth Tapped by ANN MARSH   Despite a commitment by Schorsch to keep top executives, Roth, the former Advisor Group CEO, will head the new management team. READ MORE »       8 Ideas for Better Client Events by MARIE SWIFT   Events are a great way for advisors to build business and interact with qualified prospective clients, but you must be creative. Here are some fresh ideas. READ MORE »   Merger Boosts Big RIA to $3B in AUM by CHARLES PAIKERT   Succession planning was the driving force behind the merger, according to principals for both firms. READ MORE »           White Papers   Retirement Advisors   Clients may ask you to explain your decisions if your investment convictions yield bumpy results. READ MORE »   Exploring Independence as a Registered Investment Advisor (RIA)   The RIA channel has been growing steadily as more financial advisors take advantage of the freedom and control that come from operating as an independent RIA. READ MORE »   MORE IN WHITE PAPERS »         Web Seminars   Best Practices and Strategies for Growth from Top RIAs   Register now for this informative and educational Financial Planning Editorial Insights web seminar and learn from industry experts how RIAs can establish and follow best practices. READ MORE »   Enhance Your Client Returns with Listed Options   Register now for this informative and educational web seminar. READ MORE »   MORE IN WEB SEMINARS »         FOLLOW US: @finplan Facebook       You are currently subscribed to Daily as: mainandwall@gmail.com. You are receiving this email as part of SourceMedia. Please do not reply to this message. To learn more about SourceMedia's use of personal information, please read our Privacy Policy. Unsubscribe from this mailing list Manage your profile   SourceMedia One State Street Plaza, 27th Floor New York, NY 10004 Phone: (800) 221-1809