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By John Sullivan, Advisorone |
January 18, 2012
Jefferson National Financial, one of the first companies to develop a flat-fee variable annuity for the RIA space, announced Tuesday that it had completed a management buyout.
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By James J. Green, AdvisorOne, John Sullivan, Advisorone |
September 1, 2010
Our Broker/Dealer of the Year survey has come of age. Twenty years of change, innovation, regulation, boom, bust (and boom again) in the independent...
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By Staff Writer |
May 1, 2010
We present for your consideration 30 individuals who over the past 30 years--the period in which Investment Advisor has been serving independent and independent-minded advisors--have...
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By James J. Green, AdvisorOne |
March 1, 2010
The leadership of the Financial Services Institute (FSI) threw down the gauntlet in front of legislators and regulators at its OneVoice annual meeting in New...
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By Boomer Market Advisor |
January 23, 2010
By Eric Schwartz As a trusted advisor, you deliver comprehensive financial planning advice to your clients, but have you focused on your retirement goals? Who can...
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By James J. Green, AdvisorOne |
March 1, 2009
In a short five years, the members of the Financial Services Institute (FSI) have done their jobs well. While the 116 independent broker/dealers that are...
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By James J. Green, AdvisorOne |
March 1, 2009
As we went to press, the White House and Congress have agreed to a $789 billion stimulus package of spending and tax cuts proposed by...
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By Kara P. Stapleton |
February 1, 2009
? The Certified Financial Planner Board of Standards released January 2 proposed revisions to its Disciplinary Rules and Procedures that it says outline the duties...
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By Staff Writer |
October 1, 2008
I most strongly disagree with the assertion by Eric Schwartz in the "The Case for the Flexible B/D" (IA September), that RIAs are "under-regulated." He...
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By James J. Green, AdvisorOne |
October 1, 2008
In what could be further evidence of consolidation in the independent broker/dealer space--or of the enhanced value that winning Investment Advisor's Broker/Dealer of the Year...
