Harvard

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  5 IBDs That Changed the Game

  By Jonathan Henschen  |  March 26, 2013

  What makes these independent broker-dealers “important?” They break new ground, making IBDs an increasingly viable alternative for advisors.

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  Obama Nominates Perez for Labor Secretary

  By Melanie Waddell, AdvisorOne  |  March 18, 2013

  President Barack Obama on Monday nominated Tom Perez, head of the Justice Department’s Civil Rights Division, as the next Labor secretary.

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  7 Key Tax Protests That Shook America

  By Dan Berman, AdvisorOne  |  March 14, 2013

  Resisters have tried violence and politics, but the taxes keep rolling on.

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  Vanguard’s Brennan: Embrace Innovation, Beware Proliferation in ETFs

  By Gil Weinreich, AdvisorOne  |  February 11, 2013

  At the InsideETFs conference, Vanguard Chairman Emeritus Jack Brennan says now is “the best time ever” to be a financial advisor, and ETFs are one of the key reasons.

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  New Frontier for the Yield-Hungry: Student Loans

  By John Sullivan  |  February 5, 2013

  Skyrocketing college tuition costs and nose-diving yields—combine the two and you may have something.

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  What’s an Advisor’s Value?

  By Michael Finke  |  January 23, 2013

  A recent survey conducted by Fidelity Investments found that only 57% of clients felt their advisor provided value during “recent market conditions.”

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  The End of History?

  By James J. Green, AdvisorOne  |  January 21, 2013

  Here’s a recent piece of research that has direct application to how you work with clients.

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  SEC Mulls Rule Proposal on Corporate Political Spending

  By Melanie Waddell, AdvisorOne  |  January 18, 2013

  The date, however, when such a proposal would be released remains unclear.

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  Social Security’s Old Forecasting Method Hides New Time Bomb, Researchers Say

  By Gil Weinreich, AdvisorOne  |  January 8, 2013

  Two researchers argue that the Social Security Administration is using outdated methods to project longevity and therefore understates the system’s shortfall by two years.

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  PIMCO’s Gross QE4 Warning: Here Be Inflationary Dragons

  By Joyce Hanson, AdvisorOne  |  January 4, 2013

  PIMCO bond guru Bill Gross leads the charge in expressing all the inflation fears that the Fed unleashed with its December QE4 announcement.