consulting services

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  Impressions From T3 Conference: The Future Is Bright, Part 1

  By Michael E. Kitces  |  February 19, 2013

  Perhaps one of the most striking themes heard at the conference is that the technology solutions have become so numerous, one of the greatest challenges is just choosing among them all.

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  LPL Names Sallie Larsen Chief Human Capital Officer

  By James J. Green, AdvisorOne  |  May 17, 2012

  Former Fed Home Loan Bank HR executive becomes member of LPL’s executive committee.

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  New Hire Roundup: Harris Returns to Davis Polk; Citi Private Bank Welcomes Mohammed

  By Marlene Y. Satter, AdvisorOne  |  May 3, 2012

  This week in new hires, Davis Polk welcomed back Kim Harris and Nevada Mohammed joined Citi Private Bank’s Vancouver office.

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  Fusion Names Industry Veteran Salameh as Chief Marketing Officer

  By James J. Green, AdvisorOne  |  September 9, 2011

  Former TD Ameritrade marketing director will provide marketing consulting services to advisors affiliated with Fusion Advisor Network, led by Philip Palaveev and Stuart Silverman.

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  Career Effects of Securities America’s Legal Woes, Uncertain Regulation

  By James J. Green, AdvisorOne  |  March 24, 2011

  FA Insight’s Eliza DePardo suggests perceived lower risk of a BD rather than a RIA model will be “increasingly open to debate”

• Ire Toward The IRS

  By Melanie Waddell, AdvisorOne  |  February 1, 2005

  The 403(b) industry is up in arms over proposed regulations issued by the Internal Revenue Service that would essentially strip 403(b)s of their unique status...