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By Joyce Hanson, AdvisorOne |
December 21, 2011
The most beloved statistical study in the advisor world—namely, the retirement survey—was a veritable cottage industry in 2011, the year the first of the baby boomers began marking their milestone 65th birthday.
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By John Sullivan, AdvisorOne |
August 24, 2011
As long-time readers realize, it isn’t the first go-around for many of the 2011 Broker-Dealer of the Year winners.
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By Marlene Y. Satter, AdvisorOne |
May 1, 2011
Insurance is usually thought of as a necessary evil, paying off only for one’s heirs or misfortune.
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By James J. Green, AdvisorOne |
January 1, 2010
In late September 2009, Patrick McEvoy changed jobs, moving from the presidency of Multi-Financial Securities, part of the ING broker/dealer network, to become president and...
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By James J. Green, AdvisorOne |
October 1, 2009
Soon after the battle of Gettysburg, President Abraham Lincoln wrote to the commander of the victorious Union Army, George Meade, inquiring whether he was able...
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By James J. Green, AdvisorOne |
September 1, 2009
These are interesting times. If you think you have it tough as an independent advisor, imagine for a moment that you are running an independent...
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By James J. Green, AdvisorOne |
September 1, 2009
If we needed any more proof of the power of the language, I present as Exhibit A the townhall meetings on healthcare reform. Full of...
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By James J. Green, AdvisorOne |
March 1, 2009
The regulatory stew in Washington is beginning to come together, with Mary Schapiro confirmed to chair the SEC and with the Commission's enforcement chief, Linda...
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By James J. Green, AdvisorOne |
March 1, 2008
Only fours years after its inception, the Financial Services Institute has achieved a high level of success as the primary advocacy group for independent broker/dealers....
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By Staff Writer |
February 1, 2008
On January 8, James Cayne of Bear Stearns announced his plan to step down as CEO, effective immediately, though he will stay on as chairman...