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Archive for the ‘In the Forums’ Category

In the Forums: Sallie Leaving Citi

Thursday, September 25th, 2008

Well, the rumors started circulated Monday morning; and by afternoon it was confirmed…one of the most powerful women on Wall Street will be leaving Citigroup. More info and a discussion has already begun in the forums, so check it out!

New in the Forum: Collaborating w/ Estate Planners

Tuesday, September 9th, 2008

One of our newest Estate Planning Attorney members has “thrown down the gauntlet” and posted some questions about collaborations between estate planners and financial advisors.

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