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Registered Rep. May 1, 2012 Diana Britton |
Seasoned Veterans General George S. Patton once said, "You cannot be disciplined in great things and indisciplined in small things." That same philosophy could be applied to being a financial advisor. |
Registered Rep. May 1, 2012 Kristen French |
Blotter: May 2012 Ephren W. Taylor II just wanted to write books and hear his wife sing, in a manner of speaking. Problem is he needed other people's money to make that happen, nearly $11 million of other people's money. |
Registered Rep. May 1, 2012 Jerry Gleeson |
60 Seconds: Catherine A. Saunders Catherine A. Saunders was named about three years ago to lead a product sales drive to fee-based RIAs. |
Registered Rep. May 1, 2012 Jerry Gleeson |
Less turmoil, Please Investors have had their fill of volatility and are communicating their displeasure to their FAs, an annual advisor sentiment survey sponsored by Curian Capital shows. |
Registered Rep. May 1, 2012 Diana Britton |
Comings & Goings: May 2012 Raymond James named Erik Fruland as chief operating officer... M. Kitces has been named a partner at Pinnacle Advisory Group... Matt Lynch has landed at Tiburon Strategic Advisors... |
Commercial Investment Real Estate May/Jun 2012 Howard W. Smith |
Financing Fundamentals These 5 tips help borrowers open the door to the right lender. |
CIO May 1, 2012 Kim S. Nash |
Financial Company Gets Social, Stays Compliant Commonwealth Financial allowed its financial planners to set up social media profiles and interact with customers by using new tools that let them log conversations |
Financial Advisor May 2012 Bill Bengen |
How Much Is Enough? The father of the 4 1/2% rule for retirement portfolio withdrawals analyzes its past, present and future performance. |
Financial Advisor May 2012 Alan Lavine |
Sudden Impact How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals? |
Financial Advisor May 2012 Michael J. Mcdermott |
Day Of Reckoning Fee-based advisors should benefit when 401(k) participants soon find out the cost of their plans. |
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