Private Ocean

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Mobile Technology ‘Distracting’ From Long-Term Planning: Northwestern

  By John Sullivan, AdvisorOne  |  April 19, 2013

  Respondents across all generational cohorts are increasingly distracted by technology.

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  Tom Giachetti's 10 Blunt Compliance Warnings

  By James J. Green, AdvisorOne  |  December 21, 2012

  Tom Giachetti doesn’t mince words.

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  What’s All the Fuss About Schapiro?

  By James J. Green, AdvisorOne  |  December 21, 2012

  By the time you read this, Elisse Walter (at least temporarily) has replaced Mary Schapiro as chairman of the SEC.

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  Tom Giachetti’s 10 Blunt Compliance Warnings

  By James J. Green, AdvisorOne  |  November 30, 2012

  The federal compliance picture: What SEC examiners want. The local compliance picture: State examiners "are not your friends."

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  Financial Advisors and Social Media—Shall We Dance?

  By Greg Friedman, MS, CFP  |  December 19, 2011

  In advisor and software guru Greg Friedman's premiere blog for AdvisorOne, suggestions on how advisors can make strategic sense out of social media.

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  Schwab's Deep Impact

  By Janet Levaux, AdvisorOne, James J. Green, AdvisorOne  |  November 28, 2011

  If you want sound bites, Schwab Impact 2011 in San Francisco had them.

• Blair, Gross, Other Experts Weigh in on Euro Tumult and Anti-Wall Street Protests

  By Janet Levaux, AdvisorOne  |  November 23, 2011

  Former British Prime Minister Tony Blair said the resolution of today’s global economic and financial challenges could get derailed by short-term political thinking, though he remains optimistic that leaders can address long-term issues. Blair spoke Nov. 2 to about 2,100 financial advisors and about 2,000 other guests as the keynote...

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  Schwab Recognizes Top Advisors, Firms at Impact 2011

  By Janet Levaux, AdvisorOne  |  November 3, 2011

  The company also donated $45,000 to charity on behalf of the recognized advisors.

• Culture Shock: How to Manage a Successful Merger

  By Olivia Mellan  |  September 1, 2010

  Culture clash has been blamed for many uncomfortable mergers, including the Normans' takeover of Saxon England in 1066 and Bank of America's 2009 acquisition of...