Practice

Processing an intellectual property patent

Your client’s daughter, Ashima, is a budding inventor. She’s just devised an improved circuit for a power converter controller, and has already determined it’s new, useful and inventive (the criteria for patent protection). She wants to patent her design, because she’s confident several companies will want to license it. But she’s hesitant, because a patent would make her intellectual property public. She’s also unfamiliar with the legal process.

By Evelyn Juan |September 5, 2014

3 min read

Advisor confidential | Ty A. Cooke

CFP, FMA, CIM, FCSI, CSWP

By Kanupriya Vashisht |September 5, 2014

2 min read

Open Agenda: Stay organized as your business grows

This column gives you an inside look at an advisor’s scheduling process.

September 4, 2014

3 min read

5 credit myths and realities

Ensure your clients' children know how to maintain their credit scores.

By Staff |September 3, 2014

2 min read