Southern California

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  Discipline, Balance and an Increasing Dividend: Keys to a Retail REIT’s Success

  By Danielle Andrus, AdvisorOne  |  March 2, 2012

  Discipline and balance: These are the key principles behind the strategy at Federal Realty Investment Trust, a REIT that specializes in high-quality retail properties.

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  BofA to Add 160 Merrill Edge Advisors in Southwest

  By Janet Levaux, AdvisorOne  |  December 12, 2011

  Bank of America said Monday that it planned to add 160 Merrill Edge Financial Solutions Advisors in the Southwest by the end of March 2012 and named several managers to help it grow the business in this market.

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  Top 10 Favorite Athlete-Philanthropists

  By Dan Berman  |  December 1, 2011

  Some might say sports stars make too much money, but many of them do what they can to help others in need.

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  Top Portfolio Products: MassMutual Selected for Taft-Hartley Plan

  By Marlene Y. Satter, AdvisorOne  |  November 27, 2011

  Fidelity, Verizon team on app; VA benefits on the rise

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  2011 Advisor Hall of Fame

  By Ellen Uzelac  |  November 23, 2011

  Welcome to Research Magazine's Advisor Hall of Fame, now in its 21st year. This eagerly anticipated annual feature has become a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.

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  New Hire Roundup: Dubois and Wassmann Join LPL; Jenks Goes to Putnam; Adams to EBRI

  By Marlene Y. Satter, AdvisorOne  |  November 2, 2011

  This week in new hires, Dubois and Wassmann join LPL; Stephen Jenks went to Putnam Investments; Nevin Adams joined EBRI; Donald L. McDonald became CEO at Prime Advisors; HighTower brought in Ann Rieder; and Barclays added 6 new advisors.

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  Making the Most of a Mentor

  By Jane Wollman Rusoff  |  October 26, 2011

  Financial advisors-in-training must be ambitious, gutsy and thrive on hard work. That’s just for starters. And who is best qualified to guide these rookies on their challenging journey to profit and prosperity? Somebody who’s walked miles and miles in their shoes: in other words, a caring mentor.

• Philanthropy’s Cutting Edge

  By Ellen Uzelac  |  September 1, 2011

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  American Dream

  By Jane Wollman Rusoff  |  September 1, 2011