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Tony Davidow, ‘Equal Weight Evangelist,’ Brings His Message to Schwab
Shortly after hiring Tony Davidow as its alternative beta and asset allocation strategist, Schwab filed regulatory papers for a lineup of ETFs that will use... -
Time to Exit Market, Warn El-Erian, Rosenberg, Kotlikoff
PIMCO’s El-Erian is one of many prominent names voicing a deep skepticism of the stock market, suggesting the time to exit risky assets is at... -
Angie Herbers: The 2013 IA 25 Extended Profile
Angie Herbers has been working with financial advisors for over a decade and has been writing for Investment Advisor magazine for almost as long. -
Top 30 Colleges for Highest Starting Salaries
Out of 1,058 colleges surveyed, graduates of these schools grabbed the biggest starting salaries from their first jobs. - View All News »
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October 10-11, 2013
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Sales & Onboarding - Your Last Chance to Make a...
Start building long-term, loyal clients and advocates today by utilizing the latest research and our...
Complimentary White Paper: "Strategies on Advising Couples"
Grow your practice by rethinking how you view, interact and approach investment decisions when working...
Breaking up is hard to do
Love being a financial advisor? Not getting what you need from your current firm? Hear...
The Best of Both Worlds with Century Securities
Our independent affiliates enjoy the freedom to make important choices and the professional resources of...
Build a Scalable Foundation for Growing Your Advisory Practice
This advice is based on industry research and the practical observations of other advisors who...
Complimentary Informational Brochure on Ameritas Life and Annuities
Ameritas Advisor Services can give you the tools you need to help your clients with...
Working Smarter: Engaging Prospects And Clients Through Social Media
For financial advisors, social media represents a powerful addition to traditional marketing and networking activities....
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Blogs
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Mike Patton
Lessons From Losing a Client
Recently, I lost what I thought was a good client. In this post, I'll explain why and share the lesson I learned.
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Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.
Did Portability Kill the Credit Shelter Trust?
Clients need to remember that avoidance of transfer taxes is not the only reason that estate planning is important; the credit shelter trust can provide many non-tax benefits.
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Michael E. Kitces
The CFP Board’s CE Proposal: Real Strategies to Improve Continuing Ed
In the second of a three-post series on the CFP Board’s proposal to offer continuing education itself, some modest proposals to really improve CE, along with a warning on how the Board’s proposal is rife with conflicts of interest.
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