financial solutions

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  High Flyin’: Revisiting the Hybrid Model With HighTower

  By Bob Clark, AdvisorOne  |  February 25, 2013

  A few years ago, I did some publishing consulting work for Elliot Weissbluth, the CEO of HighTower Advisors in Chicago.

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  Advising the Primary Breadwinner: Working With Women

  By Savita Iyer-Ahrestani, AdvisorOne  |  October 29, 2012

  Ample research has been done on the differences in financial behavior between men and women, and today, many financial advisors who are incorporating behavioral finance principles in their practices are taking note of these elements.

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  Align Your Time and Energy, Advisor, With Your Purpose

  By Gurinder S. Ahluwalia, Genworth  |  August 23, 2012

  Outsourcing certain capabilities can be just as important to your business as how well you personally serve the client.

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  Eurozone’s Inaction an Anchor Around the World’s Neck

  By Ben Warwick, Quantitative Equity Strategies  |  August 14, 2012

  The eurozone crisis continues to take a hard toll on the global economy, slowing growth in the United States, China and Japan.

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  Raymond James, Wells Fargo Grab Morgan Stanley Teams

  By Janet Levaux, AdvisorOne  |  August 13, 2012

  Wells’ FiNet also adds a team from Citizens Bank, as MSSB sees an IT exec depart, as well.

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  New Hire Roundup: Dowling & Yahnke Advance 4; Key Private Bank Launches Delaware Trust

  By Marlene Y. Satter, AdvisorOne  |  February 15, 2012

  Among the hiring action this week: Dowling & Yahnke announced four promotions; Key Private Bank launched a Delaware trust company; Patrick Goshtigian joined EP Wealth Advisors; Jane Bachmann and Eugene Miller went to Citi Private Bank.

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  PIMCO’s Gross: ‘New Normal’ Best Case Scenario, Global Recession Worst

  By John Sullivan, AdvisorOne  |  October 3, 2011

  “If anything, sovereign balance sheets resemble an overweight diabetic on the verge of a heart attack,” Gross writes in his monthly commentary.

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  BofA’s Darnell to ‘Get Out of Way’ of Merrill Brokers

  By Janet Levaux, AdvisorOne  |  September 28, 2011

  Sallie Krawcheck’s replacement at Merrill Lynch says he wants to improve results at the brokerage firm, which just grabbed four advisors from rivals Wells Fargo and Morgan Stanley.