Updated Monday, April 21, 2014 as of 6:09 AM ET
Smart Ways to Use 'Hidden' Client Assets
When wealth manager Bryan Wisda took on a new client, 98-year-old widow living in a Scottsdale, Arizona, retirement community, he asked her a battery of routine questions. One of them was if she knew anyone famous.
The standard question yielded a less standard answer. Her grandfather, it turned out, was a Civil War general, and when she was in her 20s, he dictated his autobiography to her. Not knowing what to do with it, she stashed the manuscript in a shoebox in her closet for over 70 years.   more »
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