Fw: New Breakaway Firm Helps $600M Morgan Stanley Team Go Independent

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

Date: Wed, 16 Jul 2014 12:16:53 -0400 (EDT)

To: <mainandwall@comcast.net>

Subject: New Breakaway Firm Helps $600M Morgan Stanley Team Go Independent

Home  |  Subscribe       Daily   Jul 16, 2014       Top Stories   New Breakaway Firm Helps $600M Morgan Stanley Team Go Independent by MADDY PERKINS   A Morgan Stanley team that managed over $650 million has gone independent using a new consultant. READ MORE »   IRS Clarifies IRA Rollover Limitation by MICHAEL COHN   The IRS has partially withdrawn some of the rules it had earlier proposed on limiting rollovers from individual retirement arrangements. READ MORE »       CDs Fashionable Again for Low-Risk Yield: Wednesday's Retirement Scan   What clients can do if they run out of money; Game changers in retirement planning; Advisors offer dos and don'ts with 401(k) plans READ MORE »   ETF Assets on the Rise, Top 3 Providers Dominate by MADDY PERKINS   The top three players – Blackrock, State Street and Vanguard – currently dominate U.S. ETF market share, holding more than 80% of total assets as of mid-2014, a percentage that has remained relatively unchanged since 2012. READ MORE »   Giving Surges 38% at Schwab Charitable; Assets Grow, Too by ANN MARSH   Executives chalk up growth to surging equity markets, a stable tax climate and the growing popularity of donor-advised funds. READ MORE »   What Successful Advisor Teams Get Right by DAVE LINDORFF   Teaming up can leverage financial planning skills, but many teams, like many marriages, fail. Here's what you can do to make it work so you can best serve clients for the long run. READ MORE »           White Papers   Glide Path Within a Glide Path   American Funds believes that a target date series should feature not only a gradual reduction in equities over time, but also a gradual shift in the nature of that equity exposure. READ MORE »   Emerging Markets: Investing in Developing Economies Can Pay Dividends   Take an in-depth look at why the case for emerging markets remains strong. READ MORE »   MORE IN WHITE PAPERS »         Web Seminars   HNW Withdrawal Strategies   Deciding which account to tap first when someone retires is less straightforward than normally assumed, once income taxes and beneficiaries are taken into account. READ MORE »   Behavioral Finance: New Applications   This one-hour webinar will focus on what to do about this problem. READ MORE »   MORE IN WEB SEMINARS »         FOLLOW US: @finplan Facebook       For custom reprints or content licensing opportunities please contact Godfrey Livermore, godfrey.livermore@sourcemedia.com, 212-803-8351.   You are currently subscribed to Daily as: mainandwall@comcast.net. 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