Practice Management

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  Top 10 Most Disliked U.S. Companies: 2013

  By Ron Pechtimaldjian, AdvisorOne  |  May 17, 2013

  AdvisorOne focuses on the bottom 10 in a Harris poll ranking consumers’ opinion of the reputation of America’s 60 most visible companies.

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  Giachetti: Don’t Listen to the Kool-Aid Compliance Salesmen

  By John Sullivan, AdvisorOne  |  May 17, 2013

  If you like your compliance talk spiced up with frankness and salty language, Tom Giachetti of Stark & Stark is your man.

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  Diamond Teams: A Solution to Finding the Best Talent

  By Angie Herbers  |  May 17, 2013

  If you want to be the best employer in your area—a critical need in this era of talent shortages in the advisory business—here’s a team solution that’s proven successful.

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  The Alliance for RIAs (aRIA) Study Group: The 2013 IA 25 Extended Profile

  By Joyce Hanson, AdvisorOne  |  May 17, 2013

  Go to any conference where registered investment advisors meet, and it’s clear from the buzz in the room that RIAs like to talk.

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  CFP Board Appoints Panel to Boost Number of Female Advisors

  By Melanie Waddell, AdvisorOne  |  May 15, 2013

  The CFP Board announced Wednesday an initiative to boost the number of women advisors in the field, including CFPs, as the number of female CFPs hasn’t budged for a decade.

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  Savant Capital Enters Online Planning Space

  By John Sullivan, AdvisorOne  |  May 13, 2013

  Does online advice present a competitive threat for advisors or a competitive edge? Savant Capital Management is betting on the latter.

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  Chet Helck: The 2013 IA 25 Extended Profile

  By Danielle Andrus, AdvisorOne  |  May 10, 2013

  When we began our interview, Chet Helck pointed out that he started in the financial industry as a customer.

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  Top Advisors Sound Off on Tech: NAPFA Conference

  By John Sullivan, AdvisorOne  |  May 9, 2013

  "How to service high-end clients over and above money management is something we’re constantly examining," said one advisor.

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  What’s an RIA’s Ideal Model? (Hint: It’s About the Money)

  By Joyce Hanson, AdvisorOne  |  May 9, 2013

  For RIAs, getting into M&A as well as advisor recruiting may be tough, but it may be the only way for them to survive, the Alliance for RIAs says.

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  8 Practice Areas Where Advisors Can Save Big With Tech

  By John Sullivan, AdvisorOne  |  May 9, 2013

  Between 40% and 45% of revenue goes to overhead—a number that isn't changing with growth, but could with some help from technology.