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By Jane Wollman Rusoff |
May 24, 2012
To be a successful financial advisor, you must have the diagnostic acuity of a physician, the perspicacity of an investigative reporter, the problem-solving skills of a psychologist — and, oh yes, the expertise to recommend appropriate investments.
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By Joyce Hanson, AdvisorOne |
May 10, 2012
Couples can get more out of their Social Security benefits by timing which spouse files first and ensuring that the higher earner delays benefits until age 70, says CFP Michael Kitces.
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By Melanie Waddell, AdvisorOne |
May 9, 2012
One of the original founders of NextGen, 34-year-old Michael Kitces not only holds a bevy of financial planning credentials, but the third edition of the book he co-authored, “The Advisor Guide to Annuities,” is due out in May.
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By Editorial Staff |
April 24, 2012
Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.
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By Editorial Staff |
April 24, 2012
Throughout the rest of April and May, we’ll be publishing extended versions of each profile, including exclusive interviews, on AdvisorOne.
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By Marlene Y. Satter, AdvisorOne |
March 28, 2012
This week in new hires, Donald Swartz went to BondDesk; Jamie Kosharek advanced at Raymond James; and Pinnacle made Michael Kitces a partner.
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By Joyce Hanson, AdvisorOne |
March 26, 2012
Times were tough for Dorothy Ariail back in 1977 when she became a young widow with three children.
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By Gil Weinreich, AdvisorOne |
March 16, 2012
‘If you do everything for everyone, no one calls’ because potential clients don’t understand why you’re relevant to them, says Michael Kitces of Pinnacle Advisory Group.
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By James J. Green, AdvisorOne |
May 4, 2011
FPA President Marty Kurtz greeted the 350 attendees, then futurist Thomas Frey, a keynote speaker, suggested that planners take advantage of the 'untethered marketplace.'
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By Vanessa Drucker |
October 1, 2008
Tech-savvy advisors. Boomers want them. Are you one? If not, here's how to catch up. Choosing financial planning software for your practice is a daunting task....
