Maryland

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  Six Conversations You Need to Have

  By Jane Wollman Rusoff  |  May 24, 2012

  To be a successful financial advisor, you must have the diagnostic acuity of a physician, the perspicacity of an investigative reporter, the problem-solving skills of a psychologist — and, oh yes, the expertise to recommend appropriate investments.

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  When Your Own Skills Aren’t Enough: Psyche, Hearth and Children

  By Olivia Mellan  |  May 22, 2012

  More and more clients are looking for life solutions these days.

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  How to Get the Most Out of Social Security Planning for Couples: Michael Kitces

  By Joyce Hanson, AdvisorOne  |  May 10, 2012

  Couples can get more out of their Social Security benefits by timing which spouse files first and ensuring that the higher earner delays benefits until age 70, says CFP Michael Kitces.

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  Michael Kitces: The 2012 IA 25 Extended Profile

  By Melanie Waddell, AdvisorOne  |  May 9, 2012

  One of the original founders of NextGen, 34-year-old Michael Kitces not only holds a bevy of financial planning credentials, but the third edition of the book he co-authored, “The Advisor Guide to Annuities,” is due out in May.

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  RIAs Core of IMCA Growth Strategy, Board of Directors Say

  By John Sullivan, Advisorone  |  April 30, 2012

  “We’re moving forward as an organization, but we’re moving forward under change,” said Betsy Piper-Bach, IMCA’s chairwoman.

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  TD Ameritrade Launches Customized Thinkpipes Options Platform for RIAs

  By John Sullivan, Advisorone  |  April 26, 2012

  Thinkpipes is an “advanced, highly customizable trading platform for advisors."

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  Top 10 Wealth Zones With Fewest Advisors

  By Dan Berman, AdvisorOne  |  April 26, 2012

  These Wealth Zones, devised by AdvisorOne research, have residents with high incomes but few advisors among them.

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  UBS’ Golub Says Analysts ‘Severely Underestimated’ U.S. Economy: IMCA Conference

  By John Sullivan, Advisorone  |  April 24, 2012

  Jonathan Golub, U.S. equities strategist with UBS, sat with AdvisorOne on at IMCA’s annual conference on Tuesday for a frank discussion of the market outlook, earnings season and investing cliches.

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  Post Financial Crisis, Investors Wary of Taking On Risk: IMCA Conference

  By Melanie Waddell, AdvisorOne  |  April 24, 2012

  Over the past three years U.S. households have become more conservative, with 58% increasing their savings rate, shifting investments away from stocks and delaying retirement, according to recent ICI research.

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  Sam Stovall’s Seven Rules of Wall Street Investing: IMCA Conference

  By John Sullivan, Advisorone  |  April 24, 2012

  S&P Capital IQ’s Sam Stovall provided a welcome counterbalance on Tuesday afternoon to the pessimistic message delivered by Doubleline’s Jeffrey Gundlach earlier in the day.