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March 2015

Sailing To The Coasts

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Martin Bicknell's rollup firm Mariner Wealth has been aggressively acquiring RIAs and investment managers.

Sales In An Anti-Selling Culture

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Adding new clients must be a responsibility of professionals in a firm.

Getting Fired By Clients Isn’t Always Bad

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Sometimes, the relationship has run its course or your work is done.

The Future Of The IA World

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As technology disrupts the world, the advisory business will face an unprecedented makeover.

Adding Life To Years

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Both the labor market and financial advisors will need to get used to the needs of older workers.

The Appeal Of The Successful Business Owner

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She is the high-quality client who can lead to the success of a professional’s practice.

Into The 21st Century, Finally

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FinaMetrica’s improved platform is more flexible and better for users.

Making Sense Of Emerging Markets

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The sector oozes long-term potential but faces near-term headwinds.

Property Perks

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Direct investing in commercial real estate is heating up.

Rewriting The Global Fund Playbook

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M. Vinson Walden’s global fund values ideas over style boxes.

529s Still A Haven (For Now)

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Reaction to Obama’s proposal shows how prized 529 plans are.

The True Value Of Your Practice

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It’s about more than multiple of revenue.

A Talk With Nick Murray

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The critical retirement investing challenge is the defense of purchasing power.

Advisor Emporium

HD Vest Enhances 1040 Tax Analysis Tool

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Irving, Texas-based HD Vest Investment Services has added a new round of enhancements to its 1040 Analyst tool.

Editor's Note

A Bubble No One Saw

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In early February, I was fortunate to attend IMCA’s annual consultants conference and hear Richard Bernstein talk about last year’s collapse in the price of energy.

Frontline News

New Approach To Retirement Income

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Russell Investments has developed an asset-liability model for managing retirement income it says is more effective than relying on pre-set withdrawal rates.

Youth Shall Be Served Among Advisors (Hopefully)

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It’s clear that advisor firms need to replenish advisor headcount and to engage with younger investors.

Harvesting Financial Info For Advisors

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Harvest, a social platform for investing ideas, is gaining traction with users ranging from big-name financial services firms to financial advisors.

Investing All Comes Down To Luck

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One of the worst things an advisor can do is lead clients into believing they can predict the future, says Nobel Prize winner Daniel Kahneman.

Hedge Fund Profits Down 30% Portend Closings

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Industrywide profits in 2014 declined 30 percent from a year earlier because of poor performance.

Golden Years May Be A Bust For Millions Of Retirees

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After excluding households that had saved nothing, the median account balance of people ages 55 to 64 was $104,000, says a report by the Center for American Progress.