March 2014

What’s Next For Nick Schorsch?

by Dan Jamieson

He’s not done rapidly building a huge independent B-D network

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The Ultimate Transition

by Lewis Walker

Aging changes how people look at life in profound ways.

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Psychic Income

by Deena Katz

The emotional satisfaction that advisors get from their practices may be preventing them from developing succession plans.

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Is It Worth The Price?

by Mitch Anthony

Memo to Tiger Mom: Elite university admission can be bought in several ways.

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Old-File Pickle

by David Lawrence

Going paperless creates difficult choices for advisors.

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What Sets Them Apart

by Donald B. Trone

Here are the 10 attributes of elite financial advisors.

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Street-Smart

by Russ Alan Prince & Brett Van Bortel

Seeing and playing angles is crucial to becoming rich.

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Unsung Custodians

by Joel Bruckenstein

They aren’t the big behemoths, but they are stepping up their game and adding more services for RIAs.

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ETF Laggards To Love In 2014

by Marla Brill

Managers suggest ETFs that may rise to the top.

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Will M&A Emerge From Its Coma?

by Evan Simonoff

George Kellner expects an increase in merger activity and capital expenditures this year.

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The New Vietnam And Cambodia

by Larry Chambers

Both countries have changed dramatically and are worth putting on your watch list.

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Vulturing Abroad

by Marla Brill

Manager David Marcus believes Europe offers some of the best stock values.

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Schoolhouse Roadblock

by Joseph R. Perone

The ways people pay for college are changing and will change even more.

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A Special Club

by Mark Hurley

The members are “big” firms that think they can buy others with little or no cash.

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Advisor Emporium

Fidelity Introduces Yield Investigator Calculator

by FA Staff

Fidelity’s new interactive calculator—The Yield Investigator—is intended to help financial advisors understand the impact of rising rates on a fixed-income portfolio.

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Frontline News

When Investing Becomes A Gambling Disease

by Ted Knutson

Playing the stock market can build wealth, but it can also be financially and psychologically destructive.

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Focus On Gen Y

by Jeff Schlegel

Sophia Bera’s financial planning firm is all Generation Y, all the time.

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Reasons To Be In Commodities Now

by Eric L. Reiner

The less-than-sunny forecast for many commodities is actually a good motive for holding them in client portfolios, says a thought-leader in the area.

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Marketing Madness

by FA Staff

According to Cogent Reports, 82% of materials received by advisors is likely to go unread.

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Millionaire’s Row

by FA Staff

North Dakota saw the fastest growth rate last year in the U.S. for millionaires per capita.

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Campfire Tales

by Ted Knutson

A small but growing number of summer campers are getting exposure to financial literacy programs around the country.

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