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The fate of professionalization and the FPA hang in the regulatory balance.
Integrating social media into your advisory practice takes careful evaluation to get the most from what it has to offer.
Investing more time in people skills than in technical ones will provide a superior pay off.
It needs to go beyond numbers and include a deeper knowledge of clients' personal stories.
According to the old African proverb, it takes a village to raise a child. The same sentiment could be applied to "raising" a network of advisors. But what happens when the village elders retire?
Discipline both on the expense and client care sides has created sound business practices for an evolving RIA industry.
MacroRisk Analytics says it can help advisors create better portfolios by delivering economic data it believes impacts investment performance.
Recent research suggests that alpha isn't so elusive after all.
Despite huge challenges in China and India, investors expect rising wages, increased domestic demand and exports to accelerate business growth.
Telecoms are the top-yielding securities, but caution is needed to realize meaningful total returns.
The new environment calls for advisors to review their fixed-income holdings and devise a strategy to protect these positions.
First Eagle Global Fund has been known to move into investments when others flee.
New annuity products and platforms are being designed to appeal to fee-only advisors.
Fans of 529 plans say they are the right vehicle for many to save for college expenses, but they acknowledge the last ten years haven't produced the hoped-for gains.
The real estate bust has resulted in advisors helping clients with credit score surprises.
A U.S. credit downgrade would hurt the nation's pride and unleash bad publicity, but the real impact on bond investors would be muted.
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