FA Magazine

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What's She Really Thinking?

by Gail Graham

Ideas on how to really talk with female clients.

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Risk And Rewards

by Jerilyn Klein Bier

Expected interest rate hikes by the Federal Reserve have produced volatile fixed-income markets that are extremely challenging for many investors.

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Keeping It In-House

by Jeff Schlegel

Halbert Hargrove includes thirtysomething staffers in its leadership transition plans.

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Growth Through Synergy

by Roy Diliberto

Integrating other practices into your own is a lot of work, but can be worth the effort.

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Going Mobile

by David Lawrence

Smartphone apps for advisors are getting better and better.

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Two Bridges

by Bill Bachrach

Crossing the second relationship bridge with clients brings a big payoff.

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Affluent Psychology 101

by ,

Affluent personalities vary dramatically. You need to tailor the way you communicate with them.

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The Thriving RIA


Top performers show remarkable focus and common attributes in three key areas.

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Options Still Lucrative


Advisors are key in helping clients handle options and avoid mistakes.

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Racing Ahead


Big broker-dealers continue to improve their platforms for advisors with better navigation, client information and mobile apps.

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