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  Advisors Missing Opportunities Presented by the ‘New Modern’ Family

  By James J. Green, AdvisorOne  |  June 6, 2013

  Pershing study released at Pershing Insite conference finds misalignments between what advisors perceive to be their natural client base and the actual affluent population.

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  Curian Survey: Advisors Surprise on Interest Rates, Social Media

  By John Sullivan, AdvisorOne  |  June 5, 2013

  A survey of 2,000 advisors found that advisors are optimistic about the economy compared with previous years.

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  Pershing Expands Offerings From BNY Mellon Parent to Advisors, BDs

  By James J. Green, AdvisorOne  |  June 5, 2013

  Chairman Shea says his expanded responsibilities include “unlocking the value of all of BNY Mellon."

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  Bullard’s Blistering Critique of House Fiduciary Plan Offers Way Forward

  By Knut A. Rostad  |  June 4, 2013

  A congressional hearing in late May showcased the latest arguments against SEC fiduciary rulemaking.

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  Cambridge Rebounds After Death of Key Executive

  By John Sullivan, AdvisorOne  |  June 2, 2013

  During a wide-ranging discussion at its Premier Club Conference in Colorado, CEO Eric Schwartz and President Amy Webber talked about the loss and how the firm is handling it.

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  Word to the Wise Advisor: Play More Golf

  By Gil Weinreich, AdvisorOne  |  May 31, 2013

  Nine holes on the golf course could go farther to solving your client’s financial problems than a workaholic frenzy of data crunching, according to an advisor who spoke with AdvisorOne after a morning round on the putting green.

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  Video Games May Hold Key to Future of Financial Planning

  By John Sullivan, AdvisorOne  |  May 31, 2013

  The game's score will act like a credit score. The number of points the client is able to acquire will tell them how well-prepared they are.

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  Added-Value Programs Leave Advisors Wanting

  By Gil Weinreich, AdvisorOne  |  May 30, 2013

  Financial advisors do value financial firms’ value-added programs—they just want the firms to add more value. That is one conclusion of a new study examining advisor attitudes on the plethora of programs.

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  Secret to Life Revealed—by Orchestra Conductor at FPA NorCal

  By John Sullivan, AdvisorOne  |  May 30, 2013

  Benjamin Zander, conductor of the Boston Philharmonic, delivered a humorous, inspiring and at times madcap presentation titled “The Art of Possibility” at the FPA 2013 NorCal Conference.

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  The 2013 IA 25 Slideshow: CEOs

  By Editorial Staff  |  May 27, 2013

  As the leaders of major firms in the industry, these people could be fairly called the epicenter of influence.