Maryland

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  Action Plan: Strategic Planning With Schwab Advisor Services

  By James J. Green, AdvisorOne  |  September 25, 2012

  On a hot, sticky August afternoon in northern Virginia, three Washington-area advisors created their own cool heat inside as they discussed what they learned about themselves and their firms from participating in Schwab Advisor Services’ “Insights to Action” program.

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  How John Bogle Really Sees ETFs

  By Jane Wollman Rusoff  |  September 25, 2012

  The investment visionary, long a skeptic of exchange-traded funds, gives his candid assessment of the fast-growing field.

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  11 Key Congressional Committees for Advisors to Worry About

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

  As the election approaches, not just the White House and Congress are in play, but also control of congressional committees important to advisors and others in the financial services sector.

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  NASAA Names Abshure as President

  By Melanie Waddell, AdvisorOne  |  September 12, 2012

  A. Heath Abshure, Arkansas securities commissioner, began Tuesday a one-year term as president of NASAA, replacing Jack Herstein.

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  New Hire Roundup: TD Ameritrade Institutional Adds Dario

  By Marlene Y. Satter, AdvisorOne  |  September 5, 2012

  Also this week in new hires, Joseph Nader joined Wescott Financial Advisory Group; Will Proctor went to a new spot at Neuberger Berman; and more.

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  Olympians and Advisors: A Win-Win

  By Janet Levaux, AdvisorOne  |  August 17, 2012

  Two Merrill Lynch advisors share how they came to have top athletes as clients and as business partners.

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  Five Good Questions for Michael Kitces of Pinnacle

  By Bob Seawright, Madison Avenue Securities  |  August 16, 2012

  The portfolio expert shares his views on wealth management, the 4% rule and a variety of other financial-planning hot topics.

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  20 Best Big Cities for Successful Aging

  By Gil Weinreich and Ron Pechtimaldjian, AdvisorOne  |  August 9, 2012

  Far from a list of Florida cities with cheap eats, the Milken Institute rankings tally 78 variables on metropolitan regions, with surprising results.

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  AdvisorShares’ Launch Offers Retail Access to Equity Hedge ETF

  By Joyce Hanson, AdvisorOne  |  August 8, 2012

  The QAM Equity Hedge ETF launch is designed to give buy-and-hold investors equity-like returns on a strategy with less volatility than the S&P 500 Index.

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  Death, Delusional Clients and Other Hard Lessons From a Breakaway Broker

  By Gil Weinreich, AdvisorOne  |  August 6, 2012

  How a friend’s death led a wirehouse broker to go independent; lessons learned from a difficult, delusional client—these are just a few of the stories veteran advisor Bob Collins tells...