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  For 403(b) Success, Combine Monitoring and Management

  By Guest Blogger  |  January 21, 2013

  For advisors who specialize in the ever-changing 403(b) and 457 retirement plan marketplace, knowing the distinction between portfolio monitoring and portfolio management is critical.

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  How to Add the Right People to Your Team, Pt. 1—Getting Started

  By Kirk J. Hulett, MS, Securities America Financial  |  January 10, 2013

  First, be clear about the type of person you want, write a clear job description and determine your hiring criteria—you’ll be glad you did.

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  Top 7 Tech Trends for Advisors in 2013

  By Joyce Hanson, AdvisorOne  |  December 19, 2012

  Technology is not just about Excel spreadsheets anymore. Big tech changes are ahead for advisors in 2013.

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  Merrill Lynch Pushing More Online Content Via Flipboard

  By Janet Levaux, AdvisorOne  |  November 20, 2012

  Bank of America wants its advisors to connect to clients and prospects on mobile devices as much as possible

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  SEC Enforcement Roundup: High School Dropout ‘Advisor’ Busted for Fraud

  By Marlene Y. Satter, AdvisorOne  |  November 20, 2012

  The SEC charged a man who was high school dropout and a phony “investment advisor” who spent his clients’ funds on drugs and gambling; and a group of former high school buddies were charged with engaging in insider trading.

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  Charities Bring in Bucks With Simple Touches, Survey Finds

  By Michael S. Fischer, AdvisorOne  |  November 16, 2012

  A Nonprofit Research Collaborative study found that simple things, like saying thank you and staying in touch, meant a lot to increasing donations.

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  Where the Clients Are: Facebook

  By Danielle Andrus, AdvisorOne  |  October 22, 2012

  Almost three-quarters of DC plan participants use Facebook, Spectrem found—and usage varies only slightly by age.

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  Firms’ Tech Education Must Go Beyond Social Media: Corporate Insight

  By Danielle Andrus, AdvisorOne  |  October 18, 2012

  In its most recent Mutual Fund Monitor report, released in September, Corporate Insight highlighted trends in how mutual fund advisors use social media.

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  Top 10 Tech Trends for Advisors and Their Partners: The Roundup

  By Spenser Segal, ActiFi  |  October 16, 2012

  The 10 top short- and long-term tech trends that will affect you and your partners. Forewarned is forearmed.

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  Ron Rhoades’ Exit From NAPFA Shocks Fee-Based Advisor World

  By Joyce Hanson, AdvisorOne  |  August 21, 2012

  In a self-punishing mea culpa, Rhoades said he was stepping down from the NAPFA chairmanship after discovering that he had committed a violation as chief compliance officer of his firm.