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Registered Rep.
September 25, 2014
Anne Field |
Listening In Getting honest feedback helps you fine-tune your practice, fix mistakes and keep clients engaged.   |
Registered Rep.
September 24, 2014
Jerry Gleeson |
Custodian Castoffs Scottrade won't comment on the number of advisors it culled last summer, but other custodians say they've seen a sharp increase in the number of former Scottrade advisors who are now looking for a new home. |
Registered Rep.
September 22, 2014
Brad Zigler |
Active Management Under The Microscope Just how actively managed is your actively managed mutual fund? And, more importantly, what's the real pay-off for all that activity? |
Registered Rep.
September 19, 2014
Lynn O'Shaughnessy |
The College Illusion Are your clients, who could be paying as much as a quarter of a million dollars to send one child to college, getting their money's worth? |
Registered Rep.
September 18, 2014
Megan Leonhardt |
Increased Trust Drives HNW Investors' Increased Risk As the markets provide room to run, wealthy investors' trust and confidence in their wealth managers and firms is on the rise -- as well as their appetite for growth-based investing. |
Registered Rep.
September 17, 2014
Kevin McKinley |
The Tax Advantages of Donor-Advised Funds Developing a long-term approach for the right clients now can prevent a lot of subsequent year-end scrambling and save a sizable amount of taxes. |
Registered Rep.
September 16, 2014
Alan Lavine |
Sizing Up a Client's Lifespan If you have clients that are, by dint of lifestyle and demographics, bound to break the actuary tables for life expectancy, find additional income streams to ensure they don't also outlive their money. |
Registered Rep.
September 15, 2014 |
Services Offered By Advisors in 2014 - Internal vs. Outsourced Most offered standard advisor functions, such as basic investment advice, investment management, financial planning and retirement planning, but there was a split on estate, insurance and charitable giving planning. |
Registered Rep.
September 12, 2014
Mark Miller |
Is Active Management Dying? Is it time to declare "game over" in the contest between active and passive fund management? |
Registered Rep.
September 12, 2014
Diana Britton |
Advisors Say ISIS Is Biggest Geopolitical Risk Advisors say that of all the geopolitical risks in the world right now, the Islamic State of Iraq and Syria, the extremist Sunni Islamic group attempting to establish a caliphate in the Middle East, is the most threatening. |
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