services

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  New Hire Roundup: McCarthy Elected IPA Board Chairman

  By Marlene Y. Satter, AdvisorOne  |  November 29, 2012

  This week in new hires, Frank McCarthy was elected chairman and five new members were added to the board of directors at IPA; the DiCiaccio and LaMothe-Gonzalez Groups joined Snowden Capital Advisors; more.

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  Breakaway Brokers May Be Driving Up AUM Fees

  By Bob Clark, AdvisorOne  |  August 29, 2012

  Answering one CPA/advisor reader's query about raising fees prompts a closer look at fees over all: Charge more? Charge separately? How will clients react? All is revealed

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  Not So Fast: A Cautionary Tale on Changing Your Advisory Fees

  By Angie Herbers  |  May 30, 2012

  Yes, flat fees or retainers can smooth out your cash flow, but there’s a little problem: clients don’t like to pay a separate fee when their account balances sink.

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  The Importance of Practice Management to Planners, and Clients

  By Paul H. Auslander, Financial Planning Association  |  March 15, 2012

  Let’s make building a well-run business an essential component of financial planners’ competency.

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  New Hire Roundup: Bowen Is Acting Chair at SIPC; Pologe Goes to Genworth

  By Marlene Y. Satter, AdvisorOne  |  February 29, 2012

  This week in new hires, Genworth welcomed David Pologe and David Ford joined Securities America.

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  Advisors Fall Short of Aiding Affluent Women: New Study

  By Michael S. Fischer  |  January 25, 2012

  The financial services industry has a long way to go in providing the kinds of services wealthy women say they want, according to new research by Family Wealth Advisors Council, a national network of independent, fee-only wealth management firms.

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  Fidelity Launches Practice Management Benchmarking Dashboard for RIAs

  By James J. Green, AdvisorOne  |  December 14, 2011

  A new Fidelity tool allows advisors to compare themselves in both the financial and marketing areas to their peers.

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  The Right Way to Charge an AUM Fee and a Retainer

  By Bob Clark, AdvisorOne  |  October 11, 2011

  A key component: making sure clients see what they’re getting for each fee

• News & Products

  By Staff Writer  |  June 1, 2006

  At the Fidelity Executive Forum in late April, Fidelity Brokerage Company's National Financial (NF) clearing firm unit demonstrated a number of new services and products...

• PFPC Sees Growth in Servicing Registered Hedge Fun

  By Staff Writer  |  February 10, 2003

  WILMINGTON, Del. (HedgeWorld.com)--Administering registered hedge funds, a relatively new area, has become a fast growing business. One big player is PFPC Inc., a provider of...