Practice Management Articles

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RCAP To Acquire Cole Capital For $700 Million

by FA Staff

RCS Capital will buy Cole Capital from American Realty Capital Properties for $700 million.

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Keeping It In-House

by Jeff Schlegel

Halbert Hargrove includes thirtysomething staffers in its leadership transition plans.

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Affluent Psychology 101

by ,

Affluent personalities vary dramatically. You need to tailor the way you communicate with them.

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Options Still Lucrative

by

Advisors are key in helping clients handle options and avoid mistakes.

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Likelihood Of Confusion

by

People still don’t ultimately know what they will get when they work with a financial planner.

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Why So Few Advisors Have Succession Plans

by Jeff Schlegel

Dealing with succession can be stressful and time consuming, and finding a firm’s proper proper valuation is key.

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How To Stand Out

by Dan Jamieson

Advisors all make the same promises, say investors in a Pershing survey, so it's hard to tell them apart.

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Union Provides Niche Market For Advisor

by

J. Graydon Coghlan, a California financial advisor, wants to help other advisors break into the difficult market of serving union members.

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FPA Is Looking For A Few Good People

by FA Staff

The FPA has created a Volunteer Engagement Initiative to encourage more members to give time to improve the profession.

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Snowden Lane Partners Adds $400 Million Team

by FA Staff

Harbor Wealth Management Group has joined the firm from UBS.

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