e-book

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  Young(er) Advisors + Old(er) Advisors = (More) Successful Advisors

  By James J. Green, AdvisorOne  |  February 8, 2013

  Pershing study, analysis and an advisor’s own experience show how the advisor demographic challenge can be solved to everyone’s benefit—including clients.

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  Don’t Accept the Inefficiencies of Manual Data Entry

  By James Carney, ByAllAccounts  |  January 8, 2013

  Using the artificial intelligence in data aggregation software, you don’t have to limit your investment offerings nor put your competitive standing at risk.

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  Finding Financial Crisis Culprits; Selling Advisors Like iPhones: May Research—Slideshow

  By Editorial Staff  |  April 27, 2012

  Research magazine's May cover story, "Finding the Culprits," focuses on derivatives expert Janet Tavakoli and her hard-hitting analysis of who and what caused the financial crisis.

• Liars, Cheaters and Thieves

  By Gil Weinreich, AdvisorOne  |  April 25, 2012

  Janet Tavakoli is a Chicago-based consultant with experience structuring and trading credit derivatives.

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  Finding the Culprits of the Crisis

  By Jane Wollman Rusoff  |  April 25, 2012

  Derivatives expert Janet Tavakoli takes a hard look at what — and who — caused the financial crisis.

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  Goldman Sachs Ripped by Critics for History of Putting Profits Over Clients

  By Gil Weinreich, AdvisorOne  |  March 15, 2012

  Greg Smith’s very public resignation from Goldman Sachs has sparked heated discussion in the financial services industry, not only on the propriety of Smith’s New York Times op-ed but on the substance of the former Goldman executive’s accusations against the firm.

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  Beware: Some Producer Awards Aren't Worth Accepting

  By Robert Bloink, Esq., LL.M., William H. Byrnes, Esq.  |  September 11, 2011

  Some producer awards may be more harmful than helpful to your business reputation.

• The Branding Game

  By Bill Good  |  September 1, 2011

  Best practices survey report, part 1 of many.

• Best Practices 2011

  By Bill Good  |  July 1, 2011