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By Editorial Staff |
June 28, 2012
In Research magazine's July cover story, Manhattan Institute scholar Nicole Gelinas ennumerates ongoing uncertainties about the landmark legislation's scope and significance. Also in the issue, Ellen Uzelac looks at social media's potential.
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By Michael Finke |
June 27, 2012
Estimating a retirement income strategy requires a few assumptions including the expected return on invested assets.
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By Gil Weinreich, AdvisorOne |
June 13, 2012
A survey of experts including financial planners, securities regulators and medical professionals who deal daily with aging Americans whose cognitive abilities are in decline say the problem of financial exploitation of senior citizens is real, and getting worse.
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By John Sullivan, AdvisorOne |
April 4, 2012
A study released in early March by two academics goes a long way in settling one of the stickier questions surrounding the fiduciary debate.
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By James J. Green, AdvisorOne |
March 29, 2012
When Mark Balasa of Balasa Dinverno Foltz says in a conversational but concerned tone that he’s never seen clients exhibit such a “preoccupation with politics” as they do now, you pay attention.
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By Joyce Hanson, AdvisorOne |
October 31, 2011
AdvisorOne offers top tips culled from speakers at NAPFA’s Practice Management & Investments conference in Brooklyn. Topics include risk management, behavioral finance and macroeconomics.
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By Marlene Y. Satter, AdvisorOne |
August 25, 2011
This week in new hires, FSC named Jerry Murphy its new president and CEO, while MSRB announced new officers and members of its board.
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By John Sullivan, AdvisorOne |
May 31, 2011
What your clients should be thinking about as that crucial date approaches.
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By Kathleen McBride, AdvisorOne |
May 19, 2011
With a new book on wealth management, the sage of Coral Gables discusses fiduciary, the regulators, the future and, notably, clients.
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By Megan Bader |
January 1, 2011
I need a job: simple problem. No simple solution, I’ve been surprised to find.