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Taxes Might Lead Some U.S. Expats To Renounce Citizenship

by FA Staff

Nobody likes taxes (other than the taxman), but some people hate them to the point of renouncing their citizenship.

Pacific Divorce Management Launches Franchise

by FA Staff

San Diego-based Pacific Divorce Management is launching a new franchise system for financial advisors looking to aid divorcing spouses.

Most Common Regulatory Deficiencies Among Investment Advisors

by FA Staff

State securities examiners found the most common deficiencies occurred in the areas of books and records, registration and contracts.

Direct-To-Investor Assets A Threat To Advisors?

by FA Staff

The growing amount of direct-to-investor assets might be a worrisome trend for financial advisors, according to a recent study from Cerulli Associates.

LPL, Raymond James Top Wish List

by FA Staff

Nearly one-quarter of financial advisors are “at risk” of leaving their current jobs, and two firms lead the pack regarding who could land those advisors.

Dorsey Wright's Ranking of Socially Responsible Funds And ETFs - November

by FA Staff

This fund is a leader in the social responsible investing genre.

fi360 Buys Ann Schleck & Co., Consulting Firm

by FA Staff

Fiduciary education specialist fi360 has bought independent consulting and research firm Ann Schleck & Co.

FA Firms Enjoying Nice Profits, But...

by FA Staff

FA firms had record profit margins last year, but still have room for improvement.

Global Wealth Rises, Hits New Record

by FA Staff

The world has gotten richer, but wealth inequality remains severe.

Gotta Have Those ETFs

by FA Staff

The range of investment options and ease of use among ETFs have made them a big hit with retail investors.

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