important tool

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  Advisors Flocking to Social Media, but Still Misunderstanding Clients

  By Michael S. Fischer  |  March 26, 2013

  Advisors view social media as an increasingly important tool to engage clients. At the same time, they significantly overestimate clients’ investment savvy and risk appetite.

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  Transformational Philanthropy: Cam Thornton on Benefits to Clients and Advisors

  By Olivia Mellan  |  November 20, 2012

  Adopting Your Legacy Foundation's approach to wealthy families and philanthropy provides benefits to clients, their families and advisors. Cam Thornton explains "transformational philanthropy."

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  What Makes Nonprofits Toss and Turn? Marketing

  By Michael S. Fischer  |  August 7, 2012

  When it comes to running a nonprofit organization effectively, here are some basic issues that keep their principals up at night, according to new research from Constant Contact.

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  Sallie Krawcheck Joins Board of Gold Bullion International

  By John Sullivan, AdvisorOne  |  April 18, 2012

  Sallie Krawcheck, one of the financial industry’s most well-known—and controversial—executives has joined the advisory board of Gold Bullion International, the company announced Wednesday.

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  Motley Fool’s Hanson: ‘Ditch These ETFs Now’

  By John Sullivan, AdvisorOne  |  December 6, 2011

  Tim Hanson has a stark warning for ETF investors, one that flies in the face of conventional wisdom; emerging market ETFs are “a pretty package with some very scary contents.” Hanson, senior portfolio analyst with Motley Fool Asset Management, has a new report out with a very direct title, “Ditch...

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  Big Changes in Wealth Management Seen as Open Architecture Trend Expands

  By Joyce Hanson, AdvisorOne  |  October 19, 2011

  With open-architecture platforms, wealth managers can bring to average investors the same advantages that high net worth clients have been getting for years.

• Fed’s Hoenig: Forget the Economy, Focus on Finances

  By John Sullivan, AdvisorOne  |  August 25, 2011

  One day before policymakers meet in Jackson Hole, Wyo. Federal Reserve Bank of Kansas City President Thomas Hoenig said there’s only so much the central bank can do to help the economy, and that the policy should pivot to focus on the country’s fiscal problems.