Army

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  Military Retirement Planning: How Advisors Can Navigate

  By Danielle Andrus, AdvisorOne  |  May 22, 2013

  After 23 years in the Army, Merle Jones, president of Missouri-based Jones Investment Group, was drawn to the financial planning industry but knew he wanted to continue working with members of the military.

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  Retiree Entitlements ‘Undermine’ Everything Else: Robert Samuelson

  By John Sullivan, AdvisorOne  |  March 19, 2013

  Washington Post columnist Robert Samuelson took a scorched-earth approach on Monday to what he sees as out-of-control entitlement spending.

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  Honoring Advisors Who Serve(d): July 4, 2012, Slideshow

  By James J. Green, AdvisorOne, Ron Pechtimaldjian, AdvisorOne  |  July 4, 2012

  In our latest slideshow honoring advisors and their partners who served in the armed forces, we present 18 men and women deserving of praise.

• The Client. The Client. The Client.

  By James J. Green, AdvisorOne  |  March 1, 2012

  The last words of General of the Army Douglas MacArthur’s farewell speech at West Point went like this: “…when I cross the river, my last conscious thoughts will be of the Corps, the Corps, the Corps.”

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  Advising International Clients; Looking Beyond Wirehouses: February Research—Slideshow

  By Editorial Staff  |  January 27, 2012

  Serving internationally mobile clients has become a growth industry for financial advisors, as Contributing Editor Ellen Uzelac discusses in Research magazine's February cover story "Advising Across Borders." Another February article, “Fear of Flying,” tells the stories of brokers who left the wirehouse world in order to become registered investment...

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  Occupy Main Street

  By Mark Tibergien  |  December 28, 2011

  Every business impacts five constituencies: its clients, stakeholders, vendors, employees and community.

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  2011 Advisor Hall of Fame

  By Ellen Uzelac  |  November 23, 2011

  Welcome to Research Magazine's Advisor Hall of Fame, now in its 21st year. This eagerly anticipated annual feature has become a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.

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  PIMCO’s El-Erian Cautiously Upbeat on Shift in Egypt

  By Janet Levaux, AdvisorOne  |  February 10, 2011

  The U.S. should play a highly supportive role in political, economic transition, says Mohamed El-Erian.

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  Broker Compensation Under Regulatory Scrutiny

  By Kathleen McBride, AdvisorOne  |  November 15, 2010

  SEC Chairman Mary L. Schapiro speaks about conflicts in broker incentives and bonuses.

• Merrill Discovers Retirement

  By James J. Green, AdvisorOne  |  March 1, 2010

  It appears that Merrill Lynch, now ensconced in Bank of America, has realized the importance of retirement planning to its clients and potential clients, and...