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  Why RIA Firms Should Hire the Young, Pt. 2: 5 Tips on Recruiting Breakaway Brokers

  By Tim Oden, Schwab Advisor Services  |  May 22, 2012

  In the second post in a three-part series on RIAs hiring breakaway brokers under the age of 40, tips on how—and how not—to recruit those younger brokers.

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  Advisor iPad App Allows Client Reviews to Go Anywhere

  By Joyce Hanson, AdvisorOne  |  May 21, 2012

  “As long as I have my iPad with me, there’s nothing I can’t access. I can run into a client in a restaurant and do things on the fly,” says Ted Rich of Vinoy Capital.

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  Top Portfolio Products: Facebook IPO Exposure Available in ETF

  By Marlene Y. Satter  |  May 21, 2012

  Franklin Square closes FSIC, readies FSIC II; Russell adds tech IPOs on reconstitution.

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  Top Portfolio Products: Facebook IPO Exposure Available in ETF

  By Marlene Y. Satter, AdvisorOne  |  May 18, 2012

  New products introduced over the last week include an ETF that will offer exposure to Facebook. In addition, Franklin Square closed FSIC to investors and prepared its successor FSIC II for its own IPO on June 1.

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  How to Buy Facebook Without All the Risk

  By Joyce Hanson, AdvisorOne  |  May 17, 2012

  As demand skyrockets for Facebook’s new shares, advisors plan to jump into this investing product that will give clients exposure to the hot social media IPO without too much volatility.

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  SEC’s Top 6 Tips to Help Seniors Avoid Social Media Fraud

  By Melanie Waddell, AdvisorOne  |  May 4, 2012

  The SEC’s Office of Investor Education and Advocacy issued an Investor Bulletin to provide seniors who use social media with safety tips to help them avoid investment fraud.

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  5 Tips to Help Advisors Use Pinterest, a ‘Virtual Pinboard’

  By Danielle Andrus, AdvisorOne  |  May 1, 2012

  If Facebook and Twitter aren’t enough, there’s a new social media platform that may help advisors with their marketing campaigns.

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  Double Duty: Make Your Documents Work Twice as Hard

  By Bill Good  |  April 24, 2012

  I want to show you how to make your required documentation work overtime--for you and your clients.

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  Study Finds Jump in Advisors’ Use of Social Media on the Go

  By Melanie Waddell, AdvisorOne  |  April 20, 2012

  The number of advisors accessing social media via mobile devices jumped significantly over the past year, according to a study by American Century Investments.

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  LinkedIn Group Aids Advisors With Charity Planning

  By Michael S. Fischer  |  April 19, 2012

  Fidelity Charitable on Tuesday introduced a LinkedIn group as a resource for professional advisors involved in charitable planning.