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Registered Rep.
February 13, 2013
Stan Luxenberg |
The Land of Opportunity: Europe? Asia, Yes, but Europe? There is good reason to expect that foreign stocks will continue climbing. Plenty of Wall Street analysts expect that economies will grow in Europe and Asia this year. But clients may still be wary.   |
Registered Rep.
February 8, 2013
Mark Miller |
What's a Safe Withdrawal Rate in Retirement? For years, the rule-of-thumb answer has been 4 percent, adjusted annually for inflation. But a growing number of financial planning experts are re-thinking that number. |
Registered Rep.
February 5, 2013
Megan Leonhardt |
Gen Y Advisors Unhappy with Independence At a time when the financial services industry is busy courting young advisors, a new study by Pershing shows that Generation Y wealth managers may be slightly more attracted to wirehouses than the independent space. |
Registered Rep.
February 4, 2013
Diana Britton |
Faking It: Our Third-Annual IBD Report Card Survey The economics of the IBD business haven't changed; independent b/ds are up against it. They're faced with rising regulatory costs and a greater demand for technology investment to stay competitive. |
Registered Rep.
February 1, 2013
Megan Leonhardt |
The Mobile Advisor Technology is changing the game for advisors who want more face time |
Registered Rep.
February 1, 2013
Megan Leonhardt |
Ten Tips That Could Prevent Cyber Criminals from Hijacking Client Data As tablet ownership continues to grow -- doubling since 2011 -- and more than half of U.S. consumers owning a smartphone, according to a 2013 Forrester Research report, advisors need to be more vigilant about data security now more than ever. |
Registered Rep.
February 1, 2013
Diana Britton |
The Behavior Gap Lives On Many advisors struggle with finding the right asset managers and the right investments to help their clients beat the markets. |
Registered Rep.
February 1, 2013
Megan Leonhardt |
Blotter: February 2013 Patricia Cornwell sues over mismanaged funds... Financial advisor fakes a suicide attempt... Terrell Owens sues his wealth management firm... |
Registered Rep.
February 1, 2013
Diana Britton |
Cold Call: Michael Swenson A private wealth advisor with Merrill Lynch's private banking and investment group in Wayzata, Minnesota talks about succession planning in family businesses. |
Registered Rep.
February 1, 2013
Diana Britton |
Here Comes The... Bridesmaid The Leuthold Group finds that investing in the second-best performing asset class or sector -- the bridesmaid, so to speak -- of the previous year is the optimal price-based strategy, and it has been over the last 40 years. |
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