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By John Sullivan, Advisorone |
May 23, 2012
FPA’s PlannerSearch service will now be featured on the Retire Logix retirement planning application for mobile devices.
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By Melanie Waddell, AdvisorOne |
May 22, 2012
I recently sat down with two leaders of the Financial Planning Association—Marv Tuttle, executive director and CEO, and Paul Auslander, FPA’s president—to talk about the top issues facing advisors.
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By Melanie Waddell, AdvisorOne |
May 10, 2012
The Boston Consulting Group released Thursday a review refuting FINRA’s cost estimates in assuming the role of an SRO for advisors, saying it underestimated costs and overestimated productivity.
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By Melanie Waddell, AdvisorOne |
May 9, 2012
One of the original founders of NextGen, 34-year-old Michael Kitces not only holds a bevy of financial planning credentials, but the third edition of the book he co-authored, “The Advisor Guide to Annuities,” is due out in May.
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By John Sullivan, Advisorone |
May 7, 2012
Paul Auslander, president of the FPA, sat with AdvisorOne to discuss the organization’s new practice management track.
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By Melanie Waddell, AdvisorOne |
May 2, 2012
In a recent wide-ranging interview with AdvisorOne, two of the top executives at the FPA, Marv Tuttle and Paul Auslander, talked about the top issues facing advisors.
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By Joyce Hanson, AdvisorOne |
April 26, 2012
The criminal world’s best and brightest minds have targeted the advisory business, warns 'Financial Serial Killers' co-author Tom Ajamie.
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By Melanie Waddell, AdvisorOne |
April 25, 2012
House Financial Services Chairman Spencer Bachus reintroduced on Wednesday his draft bill calling for an SRO for advisors—one week after industry sources told AdvisorOne that an SRO bill was imminent.
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By Melanie Waddell |
April 24, 2012
In a bid to push the deadlocked fiduciary rulemaking process forward, advisory and consumer trade groups that support broadening the fiduciary role for all advice givers made an unusual move in late March.
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By James J. Green, AdvisorOne |
March 30, 2012
Lawsuit whose victory surprised and delighted many changed the conversation in Washington while industry still awaits shape of a final fiduciary rule.
