Mission Wealth Management, LLC Helps Clients Overcome Personal Challenges
News from Santa Barbara Independent:

Santa Barbara, CA – Mission Wealth Management, LLC joined forces with The Philanthropic Initiative (TPI) to help educate clients on the benefits of a well-thought out giving plan. They put on a workshop led by Seth Streeter, President of Mission Wealth Management, and Peter Karoff, Chairman and Founder of TPI, which took place on September 13, 2012 at the Santa Barbara Foundation.

The workshop opened by encouraging each guest to “put the oxygen mask on yourself” before creating a giving plan. Once a person has confirmed that they have enough assets and resources to remain financially independent for the remainder of their lifetime, they may desire to create an active plan for giving to others, whether to family members or non-profit organizations, rather than have it be left for the government. However, determining when to give (during lifetime? at death?), who to give to (children? grandchildren? non-profits?) and how to give (cash? stock? property?) can feel overwhelming.

Many people take a responsive approach to their giving. They may give money to a family member when they ask for it, or send a check to a non-profit on December 28 because of a compelling letter they received or a fancy gala they attended, but rarely does this kind of pass…………… continues on Santa Barbara Independent

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Invesco to acquire 49 percent of Religare Asset Management
News from Sacramento Bee:

/PRNewswire/ — Religare Enterprises Limited (REL) a leading diversified Indian Financial services group and Invesco Ltd., a leading independent global investment management firm, announced today that Invesco has entered into a definitive agreement to acquire a 49 percent interest in Religare Asset Management Company (RAMC) Limited. RAMC, the asset management arm of Religare Enterprises Limited (REL), is among the top fifteen asset management companies in India, with combined (onshore and offshore advisory) assets under management of over $ 2.6 billion (as of August 31, 2012) and a presence in 53 cities across India. Invesco currently has a presence in India (Mumbai) through its affiliate WL Ross & Co. It also operates an enterprise center in Hyderabad, first opened in 2006, employing more than 600 staff across a range of global support functions including information technology, investment operations, finance, compliance and human resources.

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“Thi…………… continues on Sacramento Bee

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