FA Magazine

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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.

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.

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.

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