Jeff Schlegel

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The Power Of Perseverance

by Jeff Schlegel

Kevin Kroskey overcame hurdles-including prison-to create a thriving advisory firm.

UBS Reeling In Merrill Advisors

by Jeff Schlegel

The big four wirehouse firms are always trying to poach top talent from their rivals, but UBS Wealth Management seems to be doing a particularly job good job of late when it comes to...

What's Impact Investing's Bottom Line?

by Jeff Schlegel

A recent survey explores the relationship between impact investing and financial returns.

AdvisorShares, Cousteau To Launch ETF

by Jeff Schlegel

AdvisorShares and Jacques Cousteau's grandson team up to create an actively-managed, absolute return ETF with a sustainable investment mandate.

The Coming Retirement Wave

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Are Americans financially prepared for life after work?

2011 Independent Broker-Dealer Survey: Is Uniformity Possible?

by

Broker-dealers expect some changes if a new fiduciary standard is adopted.

401(k)s Are Still O(k)

by Jeff Schlegel

Avatar Associates takes a different approach to 401(k) investing.

Directory Of Alternative Investments

by Jeff Schlegel

Alternative Investments Are The Rage, But It's A Broad Space Requiring Lots Of Due Diligence.

Navigating Choppy Seas

by Jeff Schlegel

Windward Investment Management takes an all-weather approach to global investing.

Raw Land, Good Earth

by Jeff Schlegel

Some companies are now tapping investment advisory clients to invest in raw land.

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