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By Liz Davidson, Financial Finesse |
March 18, 2013
Voyage Financial Partners has followed its unique business strategy with discipline and focus--working with middle-income workers at Fortune 1000 companies--and achieved significant success along the way, but not by accident.
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By Jane Wollman Rusoff |
October 24, 2012
Growing up with five rambunctious older brothers and five frisky sisters is good enough reason why Cheryl Young excels at martial arts.
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By Janet Levaux, AdvisorOne |
August 31, 2012
Independent Financial Partners now has close to 500 advisors, including new independent reps from Wells Fargo, Morgan Stanley and other firms.
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By Melanie Waddell, AdvisorOne |
May 22, 2012
I recently sat down with two leaders of the Financial Planning Association—Marv Tuttle, executive director and CEO, and Paul Auslander, FPA’s president—to talk about the top issues facing advisors.
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By John Sullivan, AdvisorOne |
May 10, 2012
A person could be forgiven for not immediately connecting Ladenburg Thalmann to the independent space; the firm’s sea change in strategy occurred only a few years ago, after all.
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By James J. Green, AdvisorOne |
November 23, 2011
Broker-dealer follows through on CEO's pledge to help its affiliated reps grow through acquisitions of other practices.
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By Danielle Andrus, AdvisorOne |
September 7, 2011
A report from Corporate Insight released Wednesday found that not only are financial services firms using Facebook and Twitter, but they are maintaining multiple profiles on those networks.
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By James J. Green, AdvisorOne |
July 27, 2011
Independent BD adds Tonkinson Financial, Capital Wealth Management and Smallwood Capital.
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By Staff Writer |
October 1, 2009
The first iteration of leveraged and short ETFs was introduced in 2006. And from that moment, these particular ETFs have captured the fancy of investors...
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By Staff Writer |
April 17, 2009
A federal court decision last week concerning mutual-fund fees could raise the stakes for investors and fund companies over standards of fairness. The Wall...