Practice Management

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2014 Was A Good Year For Advisors

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Advisors revenue and assets under management grew last year, accroding to PriceMetrix.

Young Advisors Express Job Satisfaction

by FA Staff

Recruiting young advisors is important because of the aging of the financial planner population, says Limra.

Finra Raises Licensing Exam Fees

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Fees for securities licensing exams are going up next month.

The Financial Lessons Of 'Game Of Thrones'

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If you ever find yourself at a fan convention for the popular HBO series "Game of Thrones," look at the person next to you. He or she just might control billions.

'Life Coaching' Sets Advisors Apart From Robo-Competitors

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Some advisors are playing up an extra role as their clients' "life coach," since investment skills alone may no longer be enough to stand out in a field now replete with computer-generated advice.

How To Master Advisor Stress, Despite Being A 'Type A' Personality

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Many advisors contact me with the following question: “My dad is a Type A personality and I am just like him...

Eyeing Retirement, 67-Year-Old Broker Leaves Morgan Stanley For Independent

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The broker is one of a growing number finding they can make more money, save on taxes and choose their successor if they take their clients to an independent firm before they retire.

Are High-Deductible Health Plans Right For Your Older Clients?

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Some older clients may benefit from these plans, but for others they may be a bad match, considering that people 55 and older account for more than 50 percent of U.S. health-care spending.

Advisor Gets Chance To Live Because Of Co-Workers' Extraordinary Efforts

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A 48-year-old co-founder and managing director of an RIA firm is scheduled to receive a bone marrow transplant that may save his life.

Three Pillars Of Peace Of Mind In Retirement

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Advisors should do three things to help clients reduce their stress, increase confidence and live a happier, healthier, more connected retirement, says columnist and advisor Robert Laura.

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