Investment Advisor Group

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  BD Reference Guide; Pursuing Practice Excellence; Evaluating Money Managers: June Investment Advisor—Slideshow

  By Editorial Staff  |  May 22, 2012

  Our June issue is our annual broker-dealer issue, and in it we offer some familiar features.

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  Pursuing Practice Excellence: The Study

  By Spenser Segal, ActiFi, James J. Green, AdvisorOne  |  May 22, 2012

  Over the past six months, the Investment Advisor Group has partnered with ActiFi Inc. on what we humbly consider to be a breakthrough research study about advisor practice management.

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  Pursuing Practice Excellence: The Advisor Perspective

  By Spenser Segal, ActiFi, James J. Green, AdvisorOne  |  May 22, 2012

  Practice management is a struggle for nearly all advisors.

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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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  TD Ameritrade Launches Options Market Center for Advisors

  By James J. Green, AdvisorOne  |  October 27, 2011

  Using thinkorswim as the platform's basis, the program led by TD's Jeff Chiappetta includes education, validation and trading.

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  Steve Jobs and Advisors: His Legacy and Ongoing Influence

  By James J. Green, AdvisorOne  |  October 6, 2011

  Most advisors don't use his computers, but more and more use his mobile devices. More important, his business and marketing genius, and his appreciation for the user of technology, has shaped the advisor's world.

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  New AdvisorOne Tool From ActiFi Offers Free Business Evaluations

  By Marlene Y. Satter  |  June 16, 2011

  Business Evaluator app designed by ActiFi and customized for AdvisorOne readers helps advisors evaluate their current practices and plan for the future

• Pershing INSITE Conference to Feature Hank Paulson, Moshe Milevsky, Jeremy Siegel

  By John Sullivan, Advisorone  |  July 27, 2010

• Cheryl Nash and Purna Pareek of Fiserv: The Weekend Interview

  By James J. Green, AdvisorOne  |  July 6, 2010

  The strategy behind Fiserv's acquisition of AdviceAmerica, and future plans.

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  Fiserv's Nash and Pareek on AdviceAmerica: The Weekend Interview

  By James J. Green, AdvisorOne  |  July 2, 2010

  The strategy behind Fiserv's acquisition of AdviceAmerica, and future plans.