Dorothy Hinchcliff

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Vestmark Gets Patent For Process Helping Financial Advisors

by FA Staff

The patent is for a process that helps financial advisors better manage portfolios with multiple client accounts.

Next Decade Should Have Good Job Opportunities For Advisors

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Prospects for working as a financial advisor look better than in many other jobs, a BLS report said.

Investors Pile Into Money Market And Bond Funds, Leave Active Equity In Droves

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Money-market funds had their strongest three-month stretch in at least 10 years, Morningstar said.

Do Men And Women Advisors Get Equal Pay For Equal Work?

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A recent study suggests yes, and that the large pay gap is primarily attributable to a host of explainable factors.

A Week Before College And Tragedy Strikes

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When her college-bound son was in a car accident with a bicyclist, Spectrem's managing director found one saving grace in the calamity.

Big Changes Ahead

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August is a popular month for vacations, and I hope you are getting some R&R.

Know What Spear Phishing And Keylogging Are? You Should

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The IRS warns cybercriminals are targeting tax advisors with these tactics.

Dimensional Creates Group To Help Advisors With Investments

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The new group will work with advisors and others on customized investment strategies for their clients.

Raymond James Consolidates Leadership Of Diversity Efforts

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The company announced a new leader to head efforts to attract women, African-American and LGBTQ advisors.

Men Get Ready To Spend Big Bucks On Valentine's Day

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Men are getting ready to open their wallets and spend five times what women will on them.

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