technology

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  Volatility ‘A Way of Life’ in 2013: Morningstar

  By Marlene Y. Satter, AdvisorOne  |  December 26, 2012

  Research firm offers a view of optimism with a grain of salt, but doesn’t appear to be all gloom and doom either.

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  Fix the Conference Exhibit Hall - Part One

  By Michael E. Kitces  |  December 26, 2012

  Exhibitors that don't feel relevant, poor salesmen, and especially the few bad apples make the experience uncomfortable. Here are some suggestions on how to improve the experience for all.

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  Top Portfolio Products: Putnam Rolls Out DC Website

  By Marlene Y. Satter, AdvisorOne  |  December 20, 2012

  Underwriters exercise option in WisdomTree secondary offering.

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  SEC Brings More Insider Trading Actions in Galleon Case

  By Melanie Waddell, AdvisorOne  |  October 29, 2012

  The SEC says that it has now charged 32 defendants in its Galleon-related enforcement actions.

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  New Hire Roundup: New National Segment Leaders at Mercer Hammond

  By Marlene Y. Satter, AdvisorOne  |  October 10, 2012

  This week in new hires, Mercer Hammond named three new national segment leaders, National Advisors Trust brought in Joseph Morsman, and BKD Wealth Advisors announced internal promotions.

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  How to Evaluate All-In-One Systems

  By Dan Skiles  |  August 21, 2012

  The technology products available for advisors today offer more features and solutions than ever before.

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  Tibergien on Advisor M&A Trends: Expect More Deals

  By James J. Green, AdvisorOne  |  August 3, 2012

  Commenting on findings of Pershing Real Deals report on advisor M&A, Pershing Advisor Solutions’ CEO sees a re-emergence of strategic buyers and suggests the RIA business may evolve to resemble the accounting industry.

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  Top Portfolio Products: FBR Funds Closer to Merger With Hennessy

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

  Jefferson National and CAPTRUST offer five new strategies and more new developments.

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  IPOs Thaw After Facebook Freeze, but Congress Still Feels Chill

  By Joyce Hanson, AdvisorOne  |  June 22, 2012

  Stock IPOs have finally started to show signs of thawing after last month’s Facebook fiasco, but bipartisan groups in Congress say the IPO process is in dire need of reform.

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  Swanson of MFS Sees ‘Garden-Variety Recession’ in Europe

  By Marlene Y. Satter, AdvisorOne  |  June 11, 2012

  Thanks to a number of factors, including world profit margins on the rise and an expansion in the U.S., James Swanson of MFS Investment Management says the next six months present “not a terribly bearish story.”