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Practice Management
 
Clients Losing Ground In Era of Information Overload
Tuesday, 22 May 2012
Advisors’ clients are being overwhelmed by the ever faster flow of financial information, which can make them less confident in the financial advice suggested to them, said David Patchen, a Raymond James Financial Services regional director.
 
The Biggest Waste Of Time On Earth Is Wishing Things Were Different
By Don Connelly - Monday, 21 May 2012
Your clients are paying you for your advice. This is where you earn your money. Advise them to keep their eyes on the horizon. As doubt creeps in, it’s up to you to be the beacon of anti-stress.

 PW May 2012
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Finra Enhances BrokerCheck Capabilities
Friday, 18 May 2012
Finra has added features to BrokerCheck to help users more easily access broker-dealer and investment advisor registration information.
 
United Capital Breaks Into Radio With Florida Firm Buy
Thursday, 17 May 2012
United Capital is beefing up not only its national presence but its media presence with the purchase of Florida's Steven Pomeranz Financial Management.
 
Pershing Advocates Growing Advisors' Business By Helping Small Business
Wednesday, 16 May 2012
Financial advisors can open a new avenue for growth by developing an expertise in helping small business owners and entrepreneurs, says Pershing LLC.
 
Advisors Question 60/40 Portfolios, Consider Alternatives
Wednesday, 16 May 2012
Financial market uncertainty, low interest rates and a worldwide economic crisis are prompting financial advisors to re-examine traditional client portfolio investments and look for alternative investments, according to a new survey.
 
Putting Retirement Changes Into Perspective
By Robert Laura - Wednesday, 16 May 2012
Three major shifts are fundamentally changing retirement, says Columnist Robert Laura.
 
Advisors Urged To Get Early Start On Boosting Firm Value
Tuesday, 15 May 2012
Financial advisory firm owners can increase the value of their firms before selling them, according to a study by NFP Advisor Services Group.
 
Boost Your Firm Referral Marketing Efforts With Digital Media
By Cliff Campeau - Tuesday, 15 May 2012
How can you jump start your firm’s efforts to get referrals?
 
Junxure Launches Advisor Training Program
Monday, 14 May 2012
Raleigh, N.C.-based Junxure has launched Junxure Quick Start, an implementation and training program, company officials said.
 
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Putting Retirement Changes Into Perspective
Three major shifts are fundamentally changing retirement, says Columnist Robert Laura.
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Consider Adapting Asset Allocation To Retirement Spending Needs
“Chasing yield” can lead investors to buy questionable investments merely because they offer—at least temporarily—enticing income streams. To effectively manage retirement income, it’s important to consider the actual liabilities.
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Chesapeake Director’s Firm Paid $343 Million Amid Ties
Chesapeake Energy Corp.’s decision to cut directors’ pay and other perks may save the company up to $1.65 million a year without addressing investors’ concern that the board failed to rein in Chief Executive Officer Aubrey McClendon’s borrowing and spending spree.
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On The Move

LPL Financial Names Executive Vice President Of Business Consulting
Robert Comfort will lead business consulting for institutional services division.
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LPL Financial Names Managing Director And Chief Human Capital Officer
Sallie Larsen brings more than three decades of human resources experience to her new role.
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