Dave Lindorff

All Dave Lindorff's Stories
Turning business away might hurt advisorsí growth prospects.
The recruits collectively had $1.7 million in annual revenue before making the move.
An advisor group left the wirehouse for the independent side of Raymond James.
Seniors increasingly rely on their advisors, so donít let them down.
Julian Cruz, an advisor at IBC Bank in McAllen, Texas, along the Rio Grande River, goes south of the border for the majority of his business.
Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.
Chinaís equities markets crashed, but experts say the key drivers of the economy -- especially a burgeoning middle class -- show there are good companies that have been beaten down unfairly.
IRS: There is a special rule for those who rent their residence for 14 days or less.
If avoiding taxes just attracts the IRS, it defeats the purpose.
With close to half of all bank advisors near retirement age, how are banks planning to replace them?
As fee-based business increases, succession planning takes on a bigger role in the channel.
Studies show that those who continue working into retirement are healthier, both physically and mentally, than those who quit.
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Oct 14, 2015
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The Broadmoor Hotel in Colorado Springs, Colorado
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