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By Lauren Barack |
October 1, 2007
Perfectionists, but in a good way, is how Paul Lofties might describe the advisors he manages at Securities America. After installing the retirement distribution tool,...
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By Robert Scott Martin |
August 1, 2007
Research: How do advisors need to change their business model as their client mix moves from a predominantly accumulation-oriented population toward distribution?Lofties: The wealth management...
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By David J. Drucker |
May 1, 2007
Financial advice is all about client communication. A weblog, or "blog" for short, is about communication too. Is there a place, then, for blogging in...