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By Dan Barry, FPA |
October 25, 2012
Looking at next year’s advocacy agenda for FPA, much depends on the election and who is placed in key positions. A rundown of the big issues for planners, and what different election scenarios mean for those issues.
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By Olivia Mellan |
October 23, 2012
During the 30-plus years I’ve been counseling couples and teaching them how to resolve conflicts, I’ve identified many ways they tend to polarize around money.
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By David Tittsworth, IAA |
September 20, 2012
The president appoints the people who will make the most important decisions on regulatory policy that affect your profession. First up on our list of potential changes: Treasury.
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By Marlene Y. Satter, AdvisorOne |
September 20, 2012
As the election approaches, not just the White House and Congress are in play, but also control of congressional committees important to advisors and others in the financial services sector.
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By Gil Weinreich, AdvisorOne |
August 28, 2012
State budget gaps have shrunk by half compared to the previous year, yet the mountain of debt burdening the states has barely budged—indicating a systemic crisis fueled by unfunded liabilities.
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By Gil Weinreich and Ron Pechtimaldjian, AdvisorOne |
August 28, 2012
The Milken Institute study looked at 259 small U.S. metropolitan regions and ranked each based on 78 variables.
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By Joyce Hanson, AdvisorOne |
August 23, 2012
Enhancements from National Advisors, Pershing and Genworth all highlight a new custodian trend: helping advisors retain trust assets with powerful custody platforms.
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By Joyce Hanson, AdvisorOne |
August 7, 2012
Advisors worried about losing client assets to corporate trustees seek relationships with firms who will support their primary relationship with clients, says Genworth’s Brad Wheeler.
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By Melanie Waddell, AdvisorOne |
July 25, 2012
As outstanding student loan debt has surpassed the debt consumers hold in credit cards and car loans, the CFPB has just completed a form colleges can use to break down costs and payment options.
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By Joyce Hanson, AdvisorOne |
July 13, 2012
Friday the 13th was lucky for JPMorgan and Wells Fargo as both banks’ stocks rose higher despite dark news that preceded their Q2 earnings reports.