Verizon

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  Business Leaders Resigned to U.S. Debt Downgrade but Say Default Unlikely

  By Joyce Hanson, AdvisorOne  |  July 28, 2011

  The business community is battening down the hatches for a U.S. debt rating downgrade—and they’re not happy about damage that the oncoming economic storm will wreak on investors.

• Broadridge Launches Proxy Voting on Major Mobile Platforms

  By John Sullivan, AdvisorOne  |  March 10, 2011

  Shareholder voting is now just a smart phone click away.

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  Too Rich or Too Thin?

  By Knut A. Rostad  |  November 3, 2009

  You can never be too rich or too thin: Can we disclose ourselves out of obesity? Can disclosures replace fiduciary duty?

• Constructive Engagement

  By Staff Writer  |  February 1, 2008

  It's a well known that investors love steady returns and hate surprises. With more media scrutiny of Wall Street than ever and news reaching investors...

• Ten Tech Tools You Can Use

  By David J. Drucker  |  September 1, 2007

  Think about it: Labor prices only go up, while technology prices drop over time. Which do you want to pursue as a first line of...

• The Digital Wire

  By Lauren Barack  |  May 1, 2007

  When Norm Boone installed Voice over Internet Protocol (VoIP) throughout his three financial advisory offices in 2005, the transition had some bumps. "The conversation was...

• Ten Tech Tools to Boost Your Productivity

  By David J. Drucker  |  August 1, 2006

  When we think of technology for financial advisors, we usually think of wirehouse or broker-dealer platforms attempting to integrate financial planning, portfolio accounting and customer...

• How I Learned to Love Wireless

  By Staff Writer  |  January 1, 2001

  Wireless Web access is the next big thing. About 90 million Americans have cellular phones and about half of them now have digital services allowing...