IAA

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  TD Ameritrade Unveils 3 Critical Advisor Initiatives as National Shindig Begins

  By James J. Green, AdvisorOne  |  January 31, 2013

  The plans cover three critical areas of interest for advisors: the search for the next generation of advisors; advocacy in Washington for a fiduciary standard, and enhancing TDAI's technology offerings to provide more efficiency to RIAs.

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  FPA Names Janet Stanzak Its 2013 President-Elect

  By James J. Green, AdvisorOne  |  September 29, 2012

  The Minnesota financial planner says she will help bring strategic focus to FPA's leadership; she notes that during her career she has “walked in the shoes of the majority of our members."

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  Remedy to Boost Advisor Exams Out of Reach This Year

  By Melanie Waddell, AdvisorOne  |  August 21, 2012

  Two important issues for the advisory industry will remain unresolved until next year: how to boost investment advisor exams—either through a self-regulatory organization (SRO) or via user fees—as well as a rule to put brokers under a fiduciary mandate.

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  Snooki Joins AdvisorOne as Blogger; Will Explore Financial Planning Challenges of Young and Rich

  By James J. Green, AdvisorOne  |  March 31, 2011

  Jersey Shore’s leading light will explore how advisors can serve clients with serious self-esteem and substance abuse problems, but who do meet their minimums.

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  2011: The Year the Advisors’ Playing Field Fundamentally Changes

  By Melanie Waddell, AdvisorOne  |  February 1, 2011

  All eyes this year will be focused on the exchanges that will ensue between lawmakers and the Securities and Exchange Commission.

• Donohue on the Rand Report & Paulson

  By Melanie Waddell, AdvisorOne  |  May 1, 2008

  The SEC has a number of initiatives on its plate this year that could make advisors' lives easier, or not. For instance, advisor regulation will...