Impact

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  New Hire Roundup: CFP Board Announces Chair Appointments

  By Marlene Y. Satter, AdvisorOne  |  January 30, 2013

  This week in new hires, John Byrne and Bryan Hissong returned to Prudential Retirement, and Jac McLean was named head of distribution at Hartford Mutual Funds.

• My Resolutions

  By Bob Seawright  |  January 23, 2013

  A few weeks into the New Year, it’s not uncommon for New Year’s resolutions to have gone by the wayside.

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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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  Schwab Names 3 RIA Firms as Impact Award Winners for 2012

  By James J. Green, AdvisorOne  |  November 15, 2012

  Seventh annual awards handed out honors for Best-in-Business, Trailblazer and Pacesetter for the RIAs excellence, growth, leadership and contributions to the industry.

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  What’s Jeff Gundlach Thinking; Keep Clients Engaged; Advising Divorcing Women: October Investment Advisor—Slideshow

  By Editorial Staff  |  September 25, 2012

  Jeff Gundlach has made quite a name for himself. He shares his rock-star strategy with Editor-in-Chief John Sullivan in the October issue of Investment Advisor.

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  Action Plan: Strategic Planning With Schwab Advisor Services

  By James J. Green, AdvisorOne  |  September 25, 2012

  On a hot, sticky August afternoon in northern Virginia, three Washington-area advisors created their own cool heat inside as they discussed what they learned about themselves and their firms from participating in Schwab Advisor Services’ “Insights to Action” program.

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  4 Ways for Advisors to Better Engage Clients

  By Julie Littlechild, Advisor Impact  |  September 25, 2012

  Seemingly innocuous assumptions about client satisfaction can be misleading for advisors. Focus instead on what really engages clients. Your referrals will thank you for it.

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  Julie Littlechild: The 2012 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 21, 2012

  At advisor conferences, where she is a popular speaker, and in conversations around the industry, Littlechild and her cogent research are mentioned constantly.

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  The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.

• Blair, Gross, Other Experts Weigh in on Euro Tumult and Anti-Wall Street Protests

  By Janet Levaux, AdvisorOne  |  November 23, 2011

  Former British Prime Minister Tony Blair said the resolution of today’s global economic and financial challenges could get derailed by short-term political thinking, though he remains optimistic that leaders can address long-term issues. Blair spoke Nov. 2 to about 2,100 financial advisors and about 2,000 other guests as the keynote...