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FA Whitepapers

 

March 2015  
Improving Investor Behavior:
Five Common Mistakes
 From anchoring to overreaction, why behavioral finance mistakes matter— and how you can help your clients address them.

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March 2015  
Plummeting Oil Prices
Spark Market Jitters
Oil prices tumbled below $50 a barrel to start the new year. Global financial markets were spooked as investors pondered what lower prices foretold about global growth expectations, and what a precipitous decline could mean for the once-thriving U.S. shale industry. Janus energy analyst and sector team leader Kris Kelley explains why more volatility lies ahead for energy stocks, and what it means for investors.

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March 2015
The Efficient Frontier of Succession: Maximizing Practice Value NFP Advisor Services
Would you like to substantially increase the value of your practice? Download "The Efficient Frontier of Succession: Maximizing Practice Value" white paper now, and learn:
  • What are the current trends in succession planning for financial advisors?
     
  • When should advisors take key steps in the succession planning process?
     
  • How do buyers evaluate advisor practices?


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