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By Robert F. Keane |
June 1, 2010
Partnership is a cornerstone concept at Harbor Lights Financial Group. First there's the equal partnership of the three principals--Ken Roberts, Rob Tendler, and Doug Lockwood....
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By Robert F. Keane |
June 1, 2010
"They're creating a new environment where the people who are living in the homes are living sustainably," Chat Reynders told me during a recent conversation...
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By Robert F. Keane |
June 1, 2010
In addition to their social return, compared to traditional fixed-income investments, community loan funds offer competitive returns, says Chat Reynders of Boston-based Reynders McVeigh Capital...
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By Robert F. Keane |
June 1, 2010
Harbor Lights Financial Group 2424 Route 34 Manasquan, New Jersey 08736 Phone: 732-528-4333 E-mail: info@hlfg.com Web site: www.hlfg.com Number of clients: 650 households AUM: $252 million Compensation: Fees and commission Number of advisors in...
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By Robert F. Keane |
June 1, 2010
Two River Community Bank is 10-year-old financial institution based in central New Jersey with 15 branches in Monmouth and Union counties. William Moss, the bank's...
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By Robert F. Keane |
May 26, 2010
At a May 25th hearing of the Senate Energy and Natural Resources Committee on liability for the Deepwater Horizon disaster in the Gulf of Mexico, U.S. Associate Attorney General Thomas Perrelli called for raising the cap on damage claims from oil spills.
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By Robert F. Keane |
May 20, 2010
Tom Bradley had several pieces of advice for the assembled fee-only financial advisors in his keynote address to NAPFA's national conference, but the most important is also the most obvious--always put the client first.
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By Robert F. Keane |
May 19, 2010
"NAPFA is back," Bill Baldwin, 2009-2010 chair of the National Association of Financial Advisors, told the assembled multitude as the organization of fee-only planners opened its national meeting in Chicago on Wednesday, May 19.
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By Robert F. Keane |
May 19, 2010
Fee-only planners gather in Chicago, as new chair is elected.
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By Robert F. Keane |
May 13, 2010
Organizations representing financial professionals and investors sent a joint letter to the House Committee on Financial Services voicing their support for regulatory reform that would impose a fiduciary duty on anyone who provides investment advice.