Occupy Wall Street

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  Should Advisors Run for Office?

  By Kenneth Silber, Research  |  October 24, 2012

  FPA head Paul Auslander recently argued advisors should get more interested in public office. Why, though, has the interest been so modest to begin with?

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  What to Expect

  By Kenneth Silber, Research  |  June 27, 2012

  Traditionally, presidential races slip into a relatively quiet July doldrums, before the late-summer party conventions kick the race into a higher gear

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  Industry Opponents Slam Volcker Rule as Volcker Defends It

  By Joyce Hanson, AdvisorOne  |  February 14, 2012

  The controversial Volcker rule that regulates proprietary trading came in for a final round of comment as frustrated bankers, activists and Paul Volcker himself flooded government regulators with statements.

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  Careful Language Wins Clients; Wall Street Feels Political Heat: January Research—Slideshow

  By Editorial Staff  |  December 26, 2011

  The January issue of Research magazine offers cutting-edge advice on communicating with clients and prospects, and assesses the election-year political climate facing the financial services industry. Topics covered in the issue range from helping clients deal with health care costs to how a medieval mathematician helped shape modern retirement planning....

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  Target: Wall Street

  By Kenneth Silber, Research  |  December 26, 2011

  The question is not whether the financial industry will encounter a volatile and difficult political climate this election year. The question is just how tough that climate will be.

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  How Could J.P. Morgan Deliver Stocks and Bonds Cheaper Than Today’s Industry?

  By Gil Weinreich, AdvisorOne  |  December 7, 2011

  While the Occupy Wall Street movement regards Wall Street greed as the reason for all the money sloshing around lower Manhattan, new academic research suggests that today’s huge appetite for trading may explain the financial industry’s large size.

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  Philanthropy Focus: Grant-Making Expert Challenges Baby Boomers’ Charitable Intent

  By Michael S. Fischer  |  November 29, 2011

  A recent study from Civic Ventures indicated that significant numbers of baby boomers are intent on starting their own nonprofit organizations or socially oriented enterprises over the next decade.

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  Spreading Word on Spread of Alternatives: Schwab Impact Roundtable

  By John Sullivan, AdvisorOne  |  November 3, 2011

  A roundtable discussion moderated by AdvisorOne’s Jamie Green at the Schwab Impact 2011 conference in San Francisco on Wednesday tackled the increasing use of alternative investments by advisors and clients.

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  Axel Merk: Is Occupy Wall Street a Threat to the Dollar?

  By John Sullivan, AdvisorOne  |  October 27, 2011

  Will the Occupy Wall Street protests have a detrimental effect on the dollar? No doubt some protesters hope so, and currency manager Axel Merk says the notion isn’t farfetched.

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  CBO Report: Wealthiest Americans’ Income Growth Outpaces Middle Class

  By Andrew Taylor, Associated Press  |  October 27, 2011

  The CBO reports that the richest 1% of Americans have been getting far richer over the last three decades while the middle class and poor have seen their after-tax household income crawl up in comparison.