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By Marlene Y. Satter, AdvisorOne |
January 20, 2012
Ipreo launches new compliance certificate to meet revised suitability standard, establishing a BD's ability to exercise independent judgment.
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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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By Melanie Waddell, AdvisorOne |
June 22, 2006
Investors can now evaluate the performance of equity-indexed annuities (EIAs) at www.personalyze.org thanks to MCP Premium, developer of software that provides free comparisons of equity-indexed annuities' performance.