practice management

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  Attracting Women: Pershing, Fidelity Help Advisors Give Female Clients What They Want

  By Joyce Hanson, AdvisorOne  |  March 28, 2013

  The trend toward learning how to better talk and listen is a reminder to advisors, the majority of whom are male, that women communicate differently from men.

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  5 IBDs That Changed the Game

  By Jonathan Henschen, CFS, Henschen & Assoc.  |  March 26, 2013

  What makes these independent broker-dealers “important?” They break new ground, making IBDs an increasingly viable alternative for advisors.

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  Junxure Announces New Envestnet, Schwab Integration Features

  By John Sullivan, AdvisorOne  |  March 19, 2013

  Highlights of Junxure Version 9.5 include enhancements with Schwab OpenView Gateway.

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  Raymond James Introduces New Comp Model for Hybrid Reps

  By James J. Green, AdvisorOne  |  March 18, 2013

  Model seeks to help retain Raymond James Financial advisors exploring RIA option; available to reps with $100M or more in discretionary AUM.

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  Advisors and Technology: A Love-Hate Relationship

  By Janet Levaux, AdvisorOne  |  March 15, 2013

  Experts at TechLeaders 2013 share reasons why this trend may—or may not—be changing.

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  Continuity and Change: TD Ameritrade’s New Leadership

  By James J. Green, AdvisorOne  |  February 25, 2013

  Tom Nally had a tough act to follow at TDAI, but a year after assuming the presidency, his leadership both embraces continuity and places his own stamp on the organization.

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  Securities America Names Assistant of the Year

  By Janet Levaux, AdvisorOne  |  February 14, 2013

  The independent broker-dealer picks Robin Claypool of L&M Financial Rochester, N.Y.

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  5 Strategies to Manage Growth

  By Danielle Andrus, AdvisorOne  |  February 8, 2013

  More than half of advisors expect their revenues to increase by more than 15% in 2013, but just 15% have a formal process to grow and monitor their success, an SEI Quick Poll found.

• How it Works

  By John Sullivan, AdvisorOne  |  December 21, 2012

  Advisors Ahead Preparatory Program is targeted at active students, providing a defined curriculum for their sophomore, junior and senior years.

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  Top 7 Tech Trends for Advisors in 2013

  By Joyce Hanson, AdvisorOne  |  December 19, 2012

  Technology is not just about Excel spreadsheets anymore. Big tech changes are ahead for advisors in 2013.