Featured News

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  REIT Outperformance to Continue in 2013

  By John Sullivan, AdvisorOne  |  January 31, 2013

  REITs are an alternative yield investment, says Brackton Helms.

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  For Cambridge Investment Research, Technology Is Center Stage

  By John Sullivan, AdvisorOne  |  January 30, 2013

  If you’re looking for the perfect technology coming-of-age story (and who isn’t?), Cambridge Investment Research just might have it.

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  Increased Regulation: ‘Just Deal With It’

  By John Sullivan, AdvisorOne  |  January 30, 2013

  “You know, I’m very direct,” said Summit Financial CEO Marshall Leeds, who spoke with AdvisorOne about football, regulation and CEOs' priorities.

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  7 Predictions for the Advisory Industry: Philip Palaveev

  By John Sullivan, AdvisorOne  |  January 29, 2013

  When Philip Palaveev says he’s going to look into the proverbial crystal ball, he doesn’t waste time.

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  Cerulli Delivers Tough Message for IBDs on Recruitment, Market Share

  By John Sullivan, AdvisorOne  |  January 29, 2013

  The IBD community received a stark and sobering message about the overall health of the industry.

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  Top 12 Challenges for Independent Broker-Dealers

  By John Sullivan, AdvisorOne  |  January 29, 2013

  Dennis Gallant’s session on the major challenges affecting the IBD industry had the full attention of senior executives in the audience.

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  Strategist Valliere: Economy’s Fundamentals ‘Extremely Good’

  By John Sullivan, AdvisorOne  |  January 29, 2013

  Greg Valliere, at the FSI conference, said, "There was no fiscal cliff, there will be no government shutdown, there will be no debt default and the world according to the Mayan calendar did not happen.”

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  Record Attendance, Upbeat Mood at FSI Conference

  By John Sullivan, AdvisorOne  |  January 29, 2013

  The new year finds the Financial Services Institute optimistic and on a roll.

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  4 Startling Tech Stats for Advisors

  By John Sullivan, AdvisorOne  |  January 29, 2013

  Advisors who ignore or abandon social media are “making a big mistake,” Mike Byrnes of Byrnes Consulting said at FSI OneVoice. “Change is coming, and it’s coming exponentially.”

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  3 Critical Steps to Prevent Client Lawsuits: FSI OneVoice

  By John Sullivan, AdvisorOne  |  January 29, 2013

  A strong case can be made for including a well-organized and thorough IPS at the outset of every client relationship.