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Registered Rep.
July 7, 2015
Mindy Diamond |
Move Once, Monetize Twice The notion of changing firms late in your career brings up many questions, not just related to the advisor's own financial future, but also to your clients and legacy.   |
Registered Rep.
July 6, 2015
Diana Britton |
40 Wirehouse Advisors Under 40: Keith Apton Ninety percent of Apton's ESOP work is from referrals by accountants, investment bankers, tax and estate attorneys, or existing clients. Year-to-date through June, he's brought in $110 million in net new money. |
Registered Rep.
July 6, 2015
Megan Leonhardt |
40 Wirehouse Advisors Under 40: Rachel Barzilay After graduating from the University of Florida, Barzilay entered Merrill's Practice Management Development training program in 2008. |
Registered Rep.
July 6, 2015
Ryan W. Neal |
40 Wirehouse Advisors Under 40: Peter Princi Princi says. "In portfolio management, you're trying to put yourself and your clients in the best position possible to make a decision... and you're not always right." |
Registered Rep.
July 6, 2015
Megan Leonhardt |
40 Wirehouse Advisors Under 40: Christopher Purdue Younger advisors are generally more tech-savvy. But Christopher Purdue finds that "old school" techniques, like making house calls and answering his own phone, work best. |
Registered Rep.
July 2, 2015
Anne Field |
How To Go Robo Jonathan Swanburg, a 31-year-old financial advisor in Houston, was intrigued by the idea of opening up an automated investment platform for his clients. |
Registered Rep.
July 2, 2015
Matt Oechsli |
The On-Screen Advisor Even if you aren't allowed to create videos today, you need to be at the front end of this trend. You can do this by becoming comfortable in front of the camera. |
Registered Rep.
June 30, 2015
John Wasik |
Navigating the Volatility Maze in Equities Coming off an unprecedented run of cheap money, the darkest scenario around the Fed action is that the central bank will be turning off the champagne fountain. |
Registered Rep.
June 30, 2015
David Armstrong |
Editor's Letter: July 2015 When Stifel Financial Corp. agreed to buy U.K. bank Barclays' wealth management unit in the U.S., it put a final cap on a long, strange story of how an international bank stumbled badly trying to find a footing in managing the assets of wealthy Americans. |
Registered Rep.
June 30, 2015
John Kador |
The REP. Index: Retirement Then and Now How did 2013 stack up for retirement compared to, say, 1980? Timing is everything. |
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