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By Staff Writer |
September 1, 2007
The Investment Advisor editorial staff wishes to extend special gratitude to the leaders of the 2006 Broker/Dealers of the Year for their willingness to share...
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By Kathleen McBride, AdvisorOne |
June 1, 2007
Just in time for this Broker/Dealer Special Report, Investment Advisor convened a conference call in May with the IA Broker/Dealer Advisory Board, composed of the...
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By Kathleen McBride, AdvisorOne |
September 1, 2006
When it comes to an innovative business model, West Palm Beach, Florida-based Contemporary Financial Solutions may have the most unique business plan: it welcomes lower...
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By Staff Writer |
September 1, 2006
The independent broker/dealer world is as diverse as its thousands of independent contractor representatives. From large to small, from new to well-established, from homes for...
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By Staff Writer |
June 1, 2006
What happens if a representative becomes disabled or passes away? "Normally the broker/dealer would retain all commissions, and the surviving spouse or beneficiary would receive...