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Advisors ignore most of the marketing pitches they receive daily, says a survey.
Cetera Financial Group is preparing to launch a Web portal that offers its advisors a compliance-ready platform for reaching out to clients and other professionals.
Help clients set up some roadblocks so their emotions don't translate into massive bills.
A new book offers many practical steps to financial advisors on how to increase their business, says our reviewer.
Firing clients isn't easy, but sometimes it's necessary to get rid of "dead wood," advisors say.
Once your client is familiar with benchmarks, educate him on why they are useful not only for past performance analysis, but for future planning.
Pennsylvania is becoming the first state to restrict the ability of lawyers to give financial advice.
Like old cassette tape players, newspaper subscriptions and telephone landlines, the regular in-person client meeting is quickly becoming a thing of the past.
The rise of passive investing and market volatility has made many advisors uncomfortable with traditional asset-based management fees.
Financial advisors who sell insurance should be able to register in more than one state at the same time by mid-2016, an industry lobbyist said.
There are two complex subjects in a divorce where a financial advisor can be immensely helpful: structuring divorce settlements in a tax-advantaged manner and the division of retirement benefits.
Most investors do not understand how to find a private placement opportunity that would meet their risk profile.
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