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Registered Rep.
February 28, 2013
David Geracioti |
Editor's Letter: March 2013 Market activity is simply too untamable, too wild, too undecipherable. Wow. What does one tell one's client after handing him an asset allocation model? The unprecedented happens all the time.   |
Registered Rep.
February 27, 2013
Nathan Greenwald |
Financial Stocks Bounce Back In 2012, the battered financial sector had its year, with stocks in the S&P Financial Group leading all sectors, rising 27 percent for the year, almost twice the S&P's return of 15 percent. Now what? |
Registered Rep.
February 26, 2013
Megan Leonhardt |
Let's Make A Deal The RIA M&A market is poised for growth, but not gaudy growth. |
Registered Rep.
February 26, 2013
Diana Britton |
Comings and Goings: March 2013 Independent broker/dealer NFP Advisor Services Group has tapped Dan Schwamb... David Lynn has joined Cole Real Estate Investments... Financial advisor Kevin Robertson has joined Merrill Lynch... |
Registered Rep.
February 25, 2013
Furey & Cooper |
What Is Your Advisory Practice Really Worth? The perils of the valuation gap. |
Registered Rep.
February 25, 2013
John Kador |
Lighten Up! Sometimes the right joke or one-liner can defuse a situation with clients or underscore a selling point. But tread lightly. |
Registered Rep.
February 25, 2013
David Geracioti |
Cold Call with Jeff Spears Each broker leaves for a different reason that is unique to their business or personal situation. The reasons range from a corporate merger, compensation change, loss of a large client to a life event, such as a divorce or children moving out of the house. |
Registered Rep.
February 22, 2013
Philip Palaveev |
No More Practice Management It is time to forget many of the popular practice management axioms and look for deeper understanding of business management for RIAs. |
Registered Rep.
February 20, 2013
Kevin McKinley |
Clocking Out: Tax Planning for Clients Near Retirement You have a narrow window to make tax-cutting moves for those on the cusp of retirement. |
Registered Rep.
February 15, 2013
Anne Field |
Volunteering Pays Dividends Supporting a charitable organization can do wonders for the soul. It may also be a path to new clients, if handled correctly. |
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