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By Marlene Y. Satter, AdvisorOne |
November 29, 2012
This week in new hires, Frank McCarthy was elected chairman and five new members were added to the board of directors at IPA; the DiCiaccio and LaMothe-Gonzalez Groups joined Snowden Capital Advisors; more.
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By Janet Levaux, AdvisorOne |
November 21, 2012
The independent broker-dealer in Advisor Group says it is reaching out to teams focused on aggressively growing their practices; grabs one big VA group from LPL; another from NPC.
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By Gil Weinreich, AdvisorOne |
November 1, 2012
One fund exec who's held 80 meetings with advisors since April says they all ask the same thing: How do I get my clients out of cash and bonds?
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By Marlene Y. Satter, AdvisorOne |
October 24, 2012
This week in new hires, Cantor Fitzgerald Investment Advisors welcomed Theresa Mozzocci, and BondDesk announced that Howard Edelstein would add the role of CEO to his position as chairman.
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By Ellen Uzelac |
October 24, 2012
How do you provide high-level retirement income advice to your clients? It’s a single question with multiple answers, and it could be an advisor’s toughest challenge.
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By Gil Weinreich, AdvisorOne |
October 18, 2012
New research by Harold Evensky published in a journal for fund managers deals a blow to the idea that managers’ skill in actively managing portfolios can overcome the costs of their services in comparison with passively managed, low-cost index funds.
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By Michael S. Fischer |
October 10, 2012
More than 315,000 nonprofit charities reported nearly $2.5 trillion in assets for tax year 2008, according to the IRS, with universities and large hospitals dominating the top 10.
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By Marlene Y. Satter, AdvisorOne |
October 10, 2012
This week in new hires, Mercer Hammond named three new national segment leaders, National Advisors Trust brought in Joseph Morsman, and BKD Wealth Advisors announced internal promotions.
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By Joyce Hanson, AdvisorOne |
October 4, 2012
To sort out the pros and cons of international investing this election season, AdvisorOne went straight to the source for some of the best commentary from thought leaders in asset management.
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By Dan Berman, AdvisorOne |
September 28, 2012
The NFL’s lockout of its referees didn’t cost the league much money, but the companies involved in these six strikes weren’t so lucky.