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By Marlene Y. Satter, AdvisorOne |
May 13, 2013
Will you or one of your clients be one of the 70% of people over 65 who will need long-term care? Genworth’s annual study on the cost of LTC indicates that if you are, you will be paying more for it this year.
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By Melanie Waddell, AdvisorOne |
May 6, 2013
FINRA warned broker-dealers Friday that they were failing to properly communicate to investors the potential pitfalls of nontraded REITs.
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By Danielle Andrus, AdvisorOne |
May 2, 2013
For John Taft, head of wealth management at RBC Wealth Management, managing clients’ wealth is part of a higher calling.
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By Editorial Staff |
April 29, 2013
With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
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By Gil Weinreich, AdvisorOne |
April 17, 2013
Carmen Reinhart and Kenneth Rogoff, in response to a trio of researchers assailing their work, vigorously defended their seminal 2010 study.
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By John Sullivan, AdvisorOne |
April 16, 2013
If ever there was a teachable moment on behavioral finance and emotional investing, Monday’s horrific events at the Boston Marathon might have been it.
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By Gil Weinreich, AdvisorOne |
April 16, 2013
A simple Excel spreadsheet error punches a hole in a highly cited economic paper by Carmen Reinhart and Kenneth Rogoff that has been used to bolster policies favoring restraint in government spending.
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By Michael S. Fischer |
April 12, 2013
Overall charitable giving in the U.S. last year was relatively flat, but online giving saw double-digit growth, according to recent research by Blackbaud.
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By Marlene Y. Satter, AdvisorOne |
April 4, 2013
This week in new hires, James Combs was named CEO of National Advisors Trust Co., and FSI elected two new board members.
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By Dan Berman, AdvisorOne |
April 2, 2013
After a big year in 2011, these 10 colleges’ funds rose at a much slower rate last year.