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When Not To Fire A Money Manager: A Consultant's Perspective

By Dave O'Donovan, Jason Bailin, CFA, Nick Catanese - Monday, 06 February 2012
Every quarter investors are tempted to replace underperforming managers with those who have recently outperformed. The problem is those decisions often aren't made based on research and forward-looking expectations.

Anatomy Of A Merger

By Karen Demasters, February 2012 issue
The creation of Modera Wealth Management had some glitches, but the outcome has been better than the principals anticipated.

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Making Money, Getting It Right

By Somnath Basu, February 2012 issue
The greatest fallacy is that you have to find the winners to make money. But really you need to find the winners, losers and sideways movers.

Shakeout Ahead

By Andrew Gluck, February 2012 issue
New online platforms threaten disruption in financial advice.

How To Hire Right

By David Lawrence, February 2012 issue
Three steps that will help you avoid choosing the wrong person for a job.

Preserving The Bloodline

By Mary Rowland, February 2012 issue
For seven generations, the Laird-Norton family has maintained its close ties by passing along values and a sense of legacy.

Fighting Wolves

By Roy Diliberto, February 2012 issue
Feed optimism, not pessimism, in your clients.

Choosing Your Clients

By Ross Levin, February 2012 issue

In his new book, Ross Levin focuses on how advisors can build their businesses. This excerpt examines different kinds of clients.

An Integrated Cloud Solution

By Joel P. Bruckenstein, February 2012 issue
External IT wants to be your cloud provider.

A Silver Lining

By Juliette Fairley, February 2012 issue
Financial advisors working with federal employees need to be well versed on their unique benefits.


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Social Media Talk Of TD Ameritrade Conference

Last week’s TD Ameritrade National Conference in Orlando, Fla., had its largest turnout ever and the advisors in attendance were not let down. One thing that stood out from the same conference a year ago was the vast amount of resources dedicated to social media.

When Not To Fire A Money Manager: A Consultant's Perspective

Every quarter investors are tempted to replace underperforming managers with those who have recently outperformed. The problem is those decisions often aren't made based on research and forward-looking expectations.

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