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By John Sullivan, AdvisorOne |
June 13, 2013
A tall order given to Rutgers University law professor Arthur Laby.
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By Joyce Hanson, AdvisorOne |
May 30, 2013
Bill Winterberg, a certified financial planner with a bullish view on the future of technology in the advisor space, describes himself as squarely positioned in the Gen X/Gen Y demographic.
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By Joyce Hanson, AdvisorOne |
May 28, 2013
As he ticks off trends he sees in the advisor industry, Michael Kitces envisions that technology-augmented advisors will trump traditional advisors over the next 10 years.
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By Janet Levaux |
May 28, 2013
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By Editorial Staff |
May 13, 2013
Technology is so ingrained in our personal lives that it could easily be taken for granted by advisors who are satisfied to know what the cloud is.
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By James J. Green, AdvisorOne |
May 9, 2013
At FPA Retreat 2013, Daniel Penchina voices optimism on SEC user fee legislation; vows more help for state FPA associations.
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By Joyce Hanson, AdvisorOne |
May 1, 2013
"Someone asked me in a Q&A, 'What’s your favorite emerging market?’ and ‘Middle America’ was what came out of my mouth,” Sonders said at the FPA-New York annual summit.
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By Editorial Staff |
April 29, 2013
With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
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By Melanie Waddell, AdvisorOne |
April 26, 2013
The FPA is “well under way” in putting its advocacy infrastructure in place, FPA President Michael Branham told AdvisorOne in an interview Thursday.
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By Joyce Hanson, AdvisorOne |
April 24, 2013
The FPA’s new executive director and CEO, Lauren Schadle, said the board was committed to finding increased efficiencies within the organization.