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By Rebecca McReynolds |
October 31, 2006
Despite the stereotypes that still cling to the financial-services industry, the fact is that the personalities and skill-sets that once defined stockbrokers as aggressive salesmen working the phones and pushing product through the old boys' network are becoming obsolete.
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By Rebecca McReynolds |
July 1, 2006
The signs are clear: Annualized returns of more than 25 percent in the public market over the past three years. Clients rushing into your offices...
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By Rebecca McReynolds |
July 1, 2006
If you can measure it, you can monetize it. And if you can monetize it, you can sell it. That pretty much sums up the...
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By Rebecca McReynolds |
March 1, 2006
The Prudent Man Rule has been deeply grounded in the advisory framework since 1830, and the basic wording of the Investment Advisers Act hasn't changed...