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The payoff for broker-dealers in their quest to add successful advisors has been higher revenues and more fee-based business.
A financial advisor's guide to PowerPoint 2007.
Alpha Hedged Strategies Fund goes neutral to take hedge-fund-style investing mainstream.
More clients turn to real estate auctions to offload homes and property they can't sell.
Despite rising interest rates, many equity markets are setting new records.
The initial meeting is important in converting prospects into clients.
What advisors can do to when clients seem to be losing comprehension.
Are financial advisors who plan for their clients' retirements ready for their own?
The global warming debate heats up investor interest in alternative energy, and the market responds with ETFs.
Global infrastructure investments are a strong, but insufficiently held, asset class.
Understanding the core value that is driving the goal will help us to provide our clients with better advice.
A movement seeks to make life insurance and annuities understandable and transparent. Lower premiums are good, too.
The costs of hiring that all-star professional could capsize your firm‚s salary structure and sink staff morale.
They may seem like opposing concepts, but they can work hand in hand.
Investors are fleeing brokers who don't discuss retirement income with them.
Younger than most affluent subsegments, executives need professional assistance with diversification and risk management.
The more you argue using numbers, the less trusted you‚ll be.
Here are two vendors who may make a difference to advisors' bottom line and peace of mind.
National Retirement Partners, a network of retirement-focused advisors, has raised its game and clinched its own broker-dealer.
Capital Analysts Relocating To Cincinnati Capital Analysts Inc...
Deal Activity Picks Up Financial advisory firmsZ seeking the best price for their practice might want to look outward rather than inward...
Letters to the Editor
Unfortunate Depiction In the July 2007 issue‚s "Parting Shot," financial advisors at brokerage firms were portrayed in a very despairing...