The Client

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  Advisors More Likely to Switch Firms With Family’s Approval

  By Gil Weinreich, AdvisorOne  |  May 9, 2013

  Memo to recruiters: A focus on the financial advantages of switching firms may ultimately be less effective than demonstrating how a move might improve the advisor’s work-life balance.

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  NASAA Joins FINRA in Fight Against Schwab Class-Action Ruling

  By Melanie Waddell, AdvisorOne  |  May 9, 2013

  State securities regulators are throwing their support behind FINRA in its battle to overturn a decision by its hearing panel that allowed Charles Schwab & Co. to block customer participation in class-action lawsuits.

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  Why Women Select, Retain or Reject an Advisor

  By John Sullivan, AdvisorOne  |  May 9, 2013

  The money I spent on a financial advisor was "the best investment I ever made," says one panelist.

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  Is Schwab’s Arbitration Win Really a Loss?

  By Bob Clark, AdvisorOne  |  May 8, 2013

  There's much backlash in Washington over Schwab's successful rebuttal of a FINRA challenge to its expanded mandatory arbitration clause.

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  Forget Freud: Women Know What They Want

  By James J. Green, AdvisorOne  |  May 7, 2013

  At FPA Retreat 2013, Heather Ettinger provides the facts on women, and suggests how the majority of advisors’ potential clients want to be treated after a divorce or death of a spouse.

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  Futurist Lowell Catlett Closes FPA Retreat With Laughs

  By John Sullivan, AdvisorOne  |  May 7, 2013

  Catlett claims the price of eating and owning a home has never been lower.

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  TDAI’s Healy: Engage in Demographic Stereotypes at Your Peril

  By John Sullivan, AdvisorOne  |  May 6, 2013

  Gen X and Y will grow their wealth from $2 trillion to $28 trillion in the next eight years, Healy argued.

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  Kitces and Winterberg Describe the Future of Financial Planning

  By John Sullivan, AdvisorOne  |  May 5, 2013

  At FPA Retreat, Michael Kitces and Bill Winterberg suggested that in the very near future—now?—planners won't be able to act like the Wizard of Oz. Better interaction and engagement with clients will mean better adoption.

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  ‘Time Saving Techniques’ That Add Value for Clients

  By Michael E. Kitces  |  May 5, 2013

  What can you do to save time if you don't want to put outsourcing burdens on your clients?

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  How to Protect Clients From Strippers and Cabana Boys

  By John Sullivan, AdvisorOne  |  May 4, 2013

  Speaking at FPA Retreat 2013, attorneys Basel and Grace Jamra focuses on advisors' role in client pre-nups and post-nups in a divorce-happy age.