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Financial Advisor
August 2012
Joel P. Bruckenstein |
Big Retirement Threat RetireMark helps advisors estimate client health costs. Aside from another market crash, health-care costs are perhaps the greatest threat to a secure retirement.   |
Financial Advisor
August 2012
Marla Brill |
Fighting ETF Fires A new ETF trade group has formed to educate advisors, investors and the financial media. |
Financial Advisor
August 2012
Alan Lavine |
Preferred Stock Market Going Through Changes Regulatory changes may lead to a dramatic fall in issuance. If you plan to invest client assets in preferred stocks, be sure to put on your financial analyst's hat. |
Financial Advisor
August 2012
Jarrett Solomon |
The Inefficiency Of Efficient Frontiers Studies show that the theory behind the efficient frontier is much sounder than its real-world application. Theoretically, the advisor is always choosing an efficient portfolio: It is just a question of where on the frontier it is appropriate for each client. |
Financial Advisor
August 2012
Jeffrey H. Rattiner |
Minimizing The Pain The harsh and overlooked financial side of personal financial planning for divorce. |
Financial Advisor
August 2012
Eleanor Blayney |
Playing By The Rules Advisors need to make important changes in how they communicate with and advise women. |
Financial Advisor
August 2012
Evan Simonoff |
The Strategist's Changing Role Today's chief market strategist is a totally different breed. People like Schwab's Liz Ann Sonders, Raymond James' Jeff Saut, LPL Financial's Jeff Kleintop and JP Morgan's David Kelly rarely go out on shaky limbs likely to snap, even though they will occasionally make gutsy predictions. |
Financial Advisor
August 2012 |
Advisor Emporium Orion Connect App On Salesforce.com... ProShares Launches Inverse Euro ETF... Vanguard Closes High-Yield Corporate Fund... |
Financial Advisor
August 2012 |
Frontline News Health-care reform taxes alter client strategies... RIA firms to expand staff this year... Banking On Business: The principals at Firstrust... |
Financial Planning
August 1, 2012
Ann Marsh |
Planners as Heroes Honors for planners who represent the profession as a whole and care for people at all levels and walks of life |
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