Independent Advisors Are Crafting the Future of Retirement Planning Industry
While the SEC continues to debate the issues of duty and integrity, some of the nation’s most experienced financial advisors are setting tomorrow’s standards for unbiased retirement planning services. Among them is an elite cadre of about 70 independent advisors who participate in an ongoing exchange – a virtual think tank. The advisors, who are affiliated with Legacy Investment Services, Inc., are evaluating and refining processes, rigorously testing emerging technologies and promoting practices that give investors unlimited access to quality investment products.
The brainchild of founder Marc G. Minor, RFC, Legacy Investment Services was established in the early 1990s. The processes he developed broke the traditional business models. He reasoned that sophisticated technology used in mega-firms to conduct independent research and stress-test portfolios was available to smaller firms as well. And, once he cohesively aligned with an independent broker-dealer, he would no longer be captive to the broker’s limited options nor would he be accountable to sales quotas. His “out-of-the-box” approach would give each client access to the entire universe of investment options. …Read More
Key to Protecting Wealth: Decisive, Timely Action
Many new businesses spend their first few years building a foundation for future success. Others, like the Wiregrass Group at Morgan Stanley, hit the ground running.
With a diverse client roster that includes high-net-worth individuals, families, medical professionals, business owners and retirees, this Dothan, Ala.-based financial advisory team—on the eve of its third anniversary—has already grown to six members collectively managing over $375 million in client assets (as of July 2013). As its momentum continues to build, the Wiregrass Group’s upcoming move to its newly constructed office will be a welcome development. …Read More
Good Trial Lawyers Get Good Results Even Outside the Courtroom
The attorneys of McDowell Knight Roedder & Sledge, LLC may have torn a page out of Roman Emperor Hadrian’s military tactical plan. “Peace through strength” is their winning strategy that has produced impressive outcomes in high-stakes litigation for many of their business clients.
Formed in 1997, McDowell Knight built its reputation as hard-working trial lawyers defending major corporations in cases ranging from products liability to nationwide class actions. “Trying complex litigation is at the heart of who we are,” says Partner Archie Reeves. …Read More
Personal Injury Lawyers Par Excellence
Who can forget the tornadoes that ripped through Alabama on April 27, 2011?
Not the dozens of families across the state who lost loved ones that day. And not the three Cullman County poultry farmers whose family farms were destroyed by the storms. Their story, fortunately, had a happy ending, thanks to the attorneys of Griffith, Little & Lowry. The firm stepped in when their insurance companies sought to deny coverage for their losses, obtaining a confidential settlement on the farmers’ behalf. “They could have lost their livelihoods,” says senior partner Stephen K. Griffith. “We couldn’t allow that to happen.” …Read More
Legal Strategies for Families and Businesses
A businessman with two children began to be concerned about his advancing age. He owned substantial assets including interests in rental property, partnerships, limited liability companies and corporations. He came to see the boutique law firm of Moses & Moses, P.C. to determine how he could protect his assets for his children and care for himself.
With M&M’s help, partnership, shareholder and operating agreements were prepared and negotiated, tax-effective transfers of interests were made, and a third-party special-needs trust was established. The client achieved his goal of protecting his assets for his children while being assured that he would have sufficient assets to meet his needs. …Read More
Fifty Years of Quality Legal Services
Melton, Espy & Williams, P.C., is a small law firm that separates itself from others by providing premier, quality legal services for every kind of case. Today, most law firms specialize in certain areas of the legal field. However, Melton, Espy & Williams excels as a generalist, and the foundation of its practice is built on the substantial depth and breadth of litigation experience each attorney brings to the table. The firm has represented an array of clients in virtually every court in the State of Alabama, both state and federal, as well as before numerous administrative and licensing agencies.
“Whether it’s a professional or personal matter, medical-legal, complicated business litigation, white-collar crime, civil litigation, campaign finance and ethics, health care licensing – if you’ve got a case, we will work with you to get the best possible outcome – whether it is by trial, mediation or appeal,” says Joe Espy, who brings nearly four decades of proficiency into the courtroom. “We practice in a wide range of areas, and we provide a high level of legal service.” …Read More
Working for Defendants – and Plaintiffs – at Trial
The first clue to the strong legal representation a client gets from Briskman & Binion, P.C. may be its address. The practice is housed in a renovated historic 1840s-vintage building directly across the street from the Courthouse at 205 Church Street in Mobile, Alabama. That is the firm’s only office, and it is positioned to serve clients throughout South Alabama.
“The courthouse is where we find ourselves much of the time,” says Mack Binion, co-founder of the five-attorney practice. “We are a litigation firm and love what we do.” …Read More
Experienced Lawyers for Business and Public Disputes
In business and politics, disputes can have unforeseen, far-reaching consequences on economic development, jobs, tax revenues and more. The right representation by lawyers who are experienced in the public and private sectors is critical to achieving a positive outcome.
For 35 years, Waldrep Stewart & Kendrick LLC has been one of Alabama’s leading law firms specializing in governmental, business, litigation, public and private finance, and estate matters. Clients include companies, municipalities, public agencies, educational institutions and individuals. …Read More
Judges, Olympians, Doctors, Dancers, Scientists, Entrepreneurs, CEOs
All with one thing in common.
The Bolles School
“Bolles had a huge impact on who I am. At Bolles, I learned you can be competitive academically and athletically, as well as in extracurricular activities. You set the bar high for yourself – you learn to work hard to achieve success the right way. You have the freedom to try new things, to take risks, and to develop yourself as a person – which i think has ultimately lead me to success in business.”
Travis is just one of the many Bolles alumni who have gone on to achieve amazing accomplishments in life. That’s because only Bolles provides the education, experiences and connections to help launch any number of successful careers.
Don’t just dream of what your child could become. Visit www.BollesSuccessKit.com or call (904) 256-5030 and request your FREE Kit for Success.
Four Unique Campuses
Pointe Verda Beach | Whitehurst | Bartram | San Jose
Day and Boarding School from Pre-K through Grade 12.
Ethics and Values Are the Cornerstone
of Baylor’s MBA Programs
Hardly a day goes by without news of yet another corporate ethics breach – an insider trading scandal, for example, or a product safety issue. While such events can quickly become major crises for the companies involved, for MBA students at Baylor University, they represent invaluable educational opportunities.
“Ethics and values are an integral part of our culture,” says Gary Carini, Ph.D., professor of management and associate dean for graduate business programs. “We believe it’s extremely important …Read More