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By Joyce Hanson, AdvisorOne |
April 25, 2013
Companies that have signed on to the Advisor Center include Cetera Advisors, Commonwealth Financial Network, LPL Financial, Pershing Advisor Solutions and TD Ameritrade Institutional.
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By Joyce Hanson, AdvisorOne |
April 24, 2013
The FPA’s new executive director and CEO, Lauren Schadle, said the board was committed to finding increased efficiencies within the organization.
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By Ron Pechtimaldjian, AdvisorOne |
April 24, 2013
With 2,051 votes tallied, readers have selected the 10 Best Wealth Manager Logos out of the 25 finalists.
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By John Sullivan, AdvisorOne |
April 24, 2013
A professional athlete that’s really good with money—it’s a rare find, but the need is critical.
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By Michael E. Kitces |
April 19, 2013
The more CE required, the more demand there is for CE credit, and the more providers willing to try to craft quality CE credit.
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By Melanie Waddell, AdvisorOne |
April 19, 2013
Rep. Maxine Waters, D-Calif., on Friday made another go at allowing the SEC to collect user fees to fund advisor exams.
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By Kathleen M. McBride, FiduciaryPath |
April 17, 2013
For the third year, fi360 and AdvisorOne have joined forces to survey attitudes of financial advisors of all types on the fiduciary standard.
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By Joyce Hanson, AdvisorOne |
April 17, 2013
Pershing's clearing services revenue helped offset the Bank of New York Mellon's Q1 losses stemming from a foreign tax credit fight.
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By Melanie Waddell, AdvisorOne |
April 17, 2013
The switching of advisors from SEC to state oversight under the Dodd-Frank Act is not “the final answer” to ensuring advisors are adequately examined, SEC Commissioner Elisse Walter told state securities regulators.
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By Michael E. Kitces |
April 17, 2013
It's no secret that the current state of CFP CE credit is a sorry affair. But the CFP Board, as the keeper of the CFP marks, wields a great deal of power to change the system for the better.