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Registered Rep.
August 29, 2012
Jerry Gleeson |
Devil Take the Hindmost The headlines in the media note that advisor headcount was down 2.3 percent overall in 2011. But it was the independent broker/dealer market that accounted for the biggest hit in the numbers.   |
Registered Rep.
August 29, 2012
Jennifer Popovec |
End Game Non-traded REITs face difficult decisions for liquidity events. |
Registered Rep.
August 29, 2012
David Geracioti |
Editor's Letter: A Contrarian Changes His Mind Malthus predicted death from starvation because of a want of food. Farms are fewer, but food is abundant. To me, there is no such thing as a limited resource. As one money manager told me, the time to invest is when you won't want to. |
Registered Rep.
August 29, 2012
Matt Oechsli |
Advising the Next Affluent Generation Reaching out to the children of clients pays off in big ways. |
Registered Rep.
August 29, 2012
Diana Britton |
Turn Up the Heat Amid the summer doldrums, heavyweights are turning up the heat on major regulatory issues facing the advisor industry. But will they get the attention of the regulators? |
Registered Rep.
August 29, 2012
Jerry Gleeson |
Banking on Advice Banks need to worry about their younger affluent clientele. Research by Aite Group shows that the Gen X and Y crowd (ages 21 through 46) are more willing to move assets when dissatisfied. |
Registered Rep.
August 29, 2012
Jerry Gleeson |
Blotter: September 2012 A former ESPN commentator and college football Hall of Fame coach and his colleague defrauded 97 investors in an $80 million Ponzi scheme, the SEC said. |
Registered Rep.
August 29, 2012
Jerry Gleeson |
60 Seconds with Ruediger "Rudy" Adolf Focus has 100 advisor partners and $50 billion in assets. Last month it announced a deal in which the consulting firm Mercer agreed to provide research for your advisor firms. How did that come about? |
Registered Rep.
August 29, 2012
Diana Britton |
Cold Call with John McCardell John McCardell works with several athletes and coaches, including Dawn Staley, three-time Olympic gold medalist in U.S. basketball. What types of financial decisions do Olympians have to make post-games? |
Registered Rep.
August 28, 2012
Jerry Gleeson |
Be Still, Grasshopper Feeling under the gun? Here's how one advisor network helped its members to learn how to breathe again. |
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