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• Positioning for the Great Wealth Transfer

  By Elizabeth D. Festa  |  April 1, 2008

  With trillions of dollars in liquid assets coming out of retirement accounts or transferred to the next generation in the coming years, many advisors are...

• The Ticker's Rise and Fall

  By Kenneth Silber, Research  |  February 1, 2008

  Within the living memory of some financial market professionals today is a technology that was crucial to stock trading from not long after the Civil...

• Breaking Into Retirement

  By Mary Scott  |  May 1, 2007

  Seventy million baby boomers are approaching retirement age. And yet, only a small percentage of financial professionals sell employer retirement plans to their clients. Why?...

• How to Connect with Estate-Planning Attorneys

  By Ellen Uzelac  |  October 1, 2006

  It's no secret that estate-planning attorneys are a rich referral source. But how do you get close to them? That's the mystery. "They're tough nuts to...

• Looking Good--Still

  By Rebecca McReynolds  |  July 1, 2006

  The signs are clear: Annualized returns of more than 25 percent in the public market over the past three years. Clients rushing into your offices...

• Going Independent

  By Ellen Uzelac  |  June 1, 2006

  Independent or wirehouse? The question used to be that simple for traditional advisors thinking about an independent alternative. But with multiple platforms gaining traction, advisors...

• Tax Evasiveness

  By Olivia Mellan  |  March 1, 2006

  It's amazing how many different ways we Americans find to avoidpaying the taxes we owe. Our complicated tax code gives rise to ever-shifting gray areas of...

• Patrick Cunningham and Jeffrey Herrmann of Exeter

  By Staff Writer  |  October 16, 2002

  S&P Rank: 3 Stars Survival of the Fittest Sto

• George A. Mairs III of Mairs & Power Growth Fund

  By Staff Writer  |  October 16, 2002

  S&P Rank: Not Ranked Sweet Home Minnesota!

• Meetings of the Mind

  By Staff Writer  |  December 1, 2001

  Tired of bouncing ideas off yourself? Consider joi