SAN RAFAEL, Calif., July 8, 2010 — Phoenix Transfer, Inc. announced today that it will begin testing The Depository Trust & Clearing Corporation’s (DTCC) Alternative Investment Products (AIP) platform. Phoenix Transfer will feed the AIP platform with non-traded real estate inves…
Mutual Funds Controlled by Stock Market Cycles
NEWPORT NEWS, Va., July 1, 2009 — Retirement accounts are still down 40% from their 2007 peak. Consultant Lee Smith is providing the free mutual fund service that reduces losses during stock market collapses. This service is a defensive strategy that is known to high-net-worth clients.
Lee Smith…
Workshop Helps Advisors Ensure Clients’ True Legacies Endure
CINCINNATI, May 13, 2009 — Barbara A. Culver, co-creator of the Purposeful Planning(TM) System, announced their new Master’s Level Intensive 4-day workshop to provide concepts, skills and techniques to help advisors better serve high net worth clients and their families. Program date…
