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By Marlene Y. Satter, AdvisorOne |
May 3, 2013
New products introduced over the last week include two new leveraged ETFs from Direxion.
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By Marlene Y. Satter, AdvisorOne |
March 20, 2013
Also this week in new hires, John Mastal joined Convergent Wealth, and E. Thomas Johnson Jr. went to Retirement Clearinghouse.
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By Gil Weinreich, AdvisorOne |
June 4, 2012
A Securian Financial Group microsite helps advisors discern which entrepreneurs could use their help.
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By Marlene Y. Satter, AdvisorOne |
November 21, 2010
An article in the Sunday Los Angeles Times is taking a look at the practice of rescission--canceling insurance coverage after a policy has been issued--as it's playing out in the cases of some beneficiaries who were denied benefits when the policy owners died.
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By Staff Writer |
May 21, 2009
Of all the generations (Generations Y, X, and the Silent Generation) boomers were the only ones to add debt since 2007, according to a Securian...
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By Kara P. Stapleton |
January 1, 2009
On December 1, 2008, Securian Financial Group's acquisition of Capital Financial Group, Inc. and its broker/dealer affiliate, H. Beck, Inc., closed. The acquisition, announced in...
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By James J. Green, AdvisorOne |
October 1, 2008
In what could be further evidence of consolidation in the independent broker/dealer space--or of the enhanced value that winning Investment Advisor's Broker/Dealer of the Year...
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By James J. Green, AdvisorOne |
September 11, 2008
In what could be further evidence of consolidation in the independent broker/dealer space--or of the enhanced value that winning Investment Advisor's Broker/Dealer of the Year brings to honorees--another mid-sized independent B/D has been acquired by one of its larger brethren.
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By Nancy R. Mandell |
April 1, 2008
About 150 investment advisors from the greater metropolitan area were gathered for a presentation and cocktails in midtown Manhattan at the invitation of Charles Schwab...
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By Staff Writer |
March 1, 2008
Securian Financial Group recently released a survey that provides useful insights on a growing national issue -- debt. Household debt as a percentage of household...