creative solutions

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  Future of DC Plans Hitched to Economy, Education: Outlook 2013

  By Danielle Andrus, AdvisorOne  |  December 21, 2012

  By now, the move out of DB plans into DC plans has been well-established, although the success of the plans wavers with the strength of the economy. There are also two kinds of 401(k) investors.

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  2012 Advisor Hall of Fame

  By Ellen Uzelac  |  November 21, 2012

  Welcome to Research magazine’s Advisor Hall of Fame, now in its 22nd year.

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  Advisors & Gen X, Pt. 2: Using Your Boomer Clients to Reach Them

  By Liz Davidson, Financial Finesse  |  October 11, 2012

  Advisors who are having the most success with wealth transfers are capitalizing on the direct channel they have to their Boomer clients’ children and grandchildren. Here’s how you can emulate that success.

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  Smaller Pieces Make a Bigger Pie

  By Eliza DePardo, Dan Inveen  |  May 22, 2012

  Across all stages of development, better-performing advisory firms distribute equity more broadly among their team members.

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  Reverse Mortgages and Retirement Planning: Bridging the Income Gap

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  March 29, 2012

  Reverse mortgages, while often overlooked as a planning tool, are increasingly taking on an important role in effective retirement planning.

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  Endangered Supply

  By Eliza DePardo, Dan Inveen  |  August 24, 2011

  Recovery continues for financial advisory firms.