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By James J. Green, AdvisorOne |
November 23, 2011
Broker-dealer follows through on CEO's pledge to help its affiliated reps grow through acquisitions of other practices.
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By Marlene Y. Satter, AdvisorOne |
October 17, 2011
Planners with clients who have special needs family members may sometimes feel overwhelmed by the complexities of providing for their future. Or they may make errors in provisions designed to protect a special needs client that can cost the family—and the planner, too—down the road.