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Registered Rep.
April 5, 2012
Matt Oechsli |
Enhancing the Affluent Client Experience Everything is important when you're dealing with the affluent. Here is a checklist that can help you have more consistency with what may be referred to as the client experience.   |
Registered Rep.
April 4, 2012
Diana Britton |
Yield of Dreams: Can American Funds Win Back Advisors? American Funds, which has notoriously and historically been media-shy, is now trying to change that, at least with advisor-facing publications. |
Registered Rep.
April 4, 2012
Kristen French |
Due Diligence: Stockbrokers, Clients Thrive in Four States That Already Impose a Fiduciary Standard Critics of a fiduciary standard for stockbrokers beware: A recent study suggests that application of a fiduciary standard wouldn't have the terrible consequences for lower-income clients that critics have said it would. |
Registered Rep.
April 3, 2012
Diana Britton |
Caution: Contents May Be Hot ETF managed portfolios -- separately managed accounts with over half of their assets in ETFs -- are among the latest hot products everyone is talking about. |
Registered Rep.
April 2, 2012
Jerry Gleeson |
Call In... The Specialists More and more firms are beginning to roll out niche marketing services to niche markets. |
Registered Rep.
April 2, 2012
Diana Britton |
It's Official: Morgan Keegan Advisors Now Work for Raymond James The next step in the integration process will be to roll out Raymond James' products and services to Morgan Keegan advisors. |
Registered Rep.
April 2, 2012
Diana Britton |
Concert Breaks Into the Hybrid Market Via LPL Partnership RIA aggregator Concert Advisor Services has launched a new hybrid platform, Concert Advisors, and partnered with independent broker/dealer LPL Financial to provide brokerage and custody services. |
Financial Planning
April 1, 2012
Ann Marsh |
No Stars in His Eyes Beverly Hills planner Jeff Fishman's approach to counseling lavishly compensated performers and executives is decidedly unsexy. |
Financial Planning
April 1, 2012
Donald Jay Korn |
Bracket Blues About 30 years ago, all Social Security benefits were tax-free. That's history, but there are still many ways planners can crack the tax code and save money for seniors and disabled clients. |
Financial Planning
April 1, 2012
Donna Mitchell |
The BIG Fix Familiar as 401(k)s are, planners love to hate them, and they'll readily cite long lists of faults with the plans themselves, as well as the way the $2.8 trillion 401(k) industry operates. |
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