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By Joyce Hanson, AdvisorOne |
May 1, 2013
"Someone asked me in a Q&A, 'What’s your favorite emerging market?’ and ‘Middle America’ was what came out of my mouth,” Sonders said at the FPA-New York annual summit.
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By John Sullivan, AdvisorOne |
March 26, 2013
Barnaby Grist, EVP of wealth management, preached that health and family come first to his team at Cetera, and now he’s putting the belief into practice.
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By Savita Iyer-Ahrestani, AdvisorOne |
February 7, 2013
It is clear that the role of the affluent Chinese consumer in is becoming increasingly important as the country transitions and continues its efforts of steering the economy toward consumption and away from investment.
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By Michael E. Kitces |
January 8, 2013
First up in an intense year for advisor regulation: movement from the DOL on its fiduciary rule.
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By Marlene Y. Satter, AdvisorOne |
September 20, 2012
This week in new hires, Wells Fargo Advisors filled three leadership positions; Gail Graham and Stephanie Bogan joined United Capital; Jonathan Morris went to Dynasty Financial Partners; and IRI announced changes to its board.
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By Marlene Y. Satter, AdvisorOne |
August 1, 2012
Wealthy Asians have lost confidence in not just private banks but also investment products and low returns since the market woes of 2008.
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By Marlene Y. Satter, AdvisorOne |
July 18, 2012
This week in new hires, Steven Feldman was named CEO and Eric Schwartz was made chairman of the board at Gold Bullion International, and United Capital brought in three new management team members.
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By Marlene Y. Satter, AdvisorOne |
July 18, 2012
The global economic slowdown is taking its toll in Asia, which has also proved it is not immune to financial scandal.
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By David Tittsworth, IAA |
July 6, 2012
If you’re not in favor of having FINRA become the SRO for RIAs, join the advisor grass-roots effort to advocate with Congress against Bachus bill.
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By Bob Clark, AdvisorOne |
June 12, 2012
Mark Hurley's prediction that the RIA community will consolidate into 40 to 50 mega-firms may be effected by FINRA taking oversight of advisors. Maybe that's not a bad thing?