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By Michael S. Fischer |
February 11, 2013
The donors on The Chronicle of Philanthropy’s 2013 Philanthropy 50 committed a total of $7.4 billion to charity in 2012. Three of the top five philanthropists were couples under 40.
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By Michael S. Fischer |
February 5, 2013
In the states whose tax systems most favor high earners, low-income families pay up to six times as high a share of their income as the wealthiest families, according to a report by the Institute on Taxation and Economic Policy.
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By Janet Levaux, AdvisorOne |
January 30, 2013
Peter Miller will lead the employee-owned group's efforts to add financial advisors in the Northeast.
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By Joyce Hanson, AdvisorOne |
January 24, 2013
RIA Spire Investment Partners, headquartered in McLean, Va., has expanded to the West Coast with the addition of the Chamberlain Group of Irvine, Calif.
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By Michael Finke |
January 23, 2013
A recent survey conducted by Fidelity Investments found that only 57% of clients felt their advisor provided value during “recent market conditions.”
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By Olivia Mellan, Sherry Christie |
January 21, 2013
It’s impossible to read minds, but an understanding of how people’s brains work can help you better serve clients.
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By John Sullivan, AdvisorOne |
January 17, 2013
Organization calls the report’s findings about the health of municipal pension plans “distorted and outdated.”
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By Ron DeLegge, ETFguide.com |
January 7, 2013
It's a busy product space for advisors to keep up with, and that won't change in the coming 12 months.
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By Janet Levaux, AdvisorOne |
December 27, 2012
In the final advisor-themed slideshow of 2012, we highlight advisors and their partners who share time and talents with the local, national and global community.
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By Marlene Y. Satter, AdvisorOne |
December 18, 2012
This week in new hires, Security Benefit welcomed George Beale and Jeffrey Kayajanian, CapWealth named Phoebe Venable president and COO, and the DOL named five new ERISA Advisory Council members.