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February 2016

Born In An Oil Bust

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Two partners struggled with a hemorrhaging Texas economy when building their firm, but they also landed some clients with big futures.

Profiling The Winners Of The Future

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It won’t be robo-advisors, but rather big RIA firms and small specialized ones.

Welcome To A Rocky 2016

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In the year just ended, the world’s securities markets were unkind to most asset classes.

Slowing Is Not Stopping

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And other commonsense talking points for 2016.

6 Ways To Develop The Most Essential Communication Skills

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The goal: providing exemplary client service.

The Power Of Value-Added Services

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They can help you solidify and strategically expand relationships.

From Footlights To Finance

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Having achieved Broadway theater dreams early in life, Pearce Wegener threw it over to find his true calling in financial advising.

5 Questions For Advisor Recruiting

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They are a great starting point for decision-making.

RIA Custodian Technology

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A look at how Pershing, Raymond James and Schwab are addressing advisor needs.

Post-Hike Pursuits

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Fixed-income asset managers plot their strategies as interest rates slowly rise.

Making Sense Of MLP Closed-End Funds

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Owning these oddball companies in closed-end funds presents additional complications.

The Case For International Stocks

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This fund’s performance suggests a foreign turf advantage.

Hybrid LTC Policies Proliferate

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The trend parallels weak sales of LTC stand-alone policies.

Advisor Innovation And Client Dementia

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Advisors can improve how they protect senior clients.

Advisor Emporium

BNY, Insight Bring Absolute Return Fund Stateside

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New York-based BNY Mellon Investment Management has launched its first fund subadvised by London-based Insight Investment.

Editor's Note

Demographics, Not China, Drives Long-Term Equity Prices

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Global demographics is one of the few trends that can be predicted 20 years and America’s future looks bright.

Frontline News

Ready For Smart Alpha?

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ArthVeda Capital has created a suite of Smart Alpha indexes it hopes to turn into investable products in 2016.

Great Scott! Scottrade Broadens Scope

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Scottrade seeks to expand both its advisor client base and its breadth of service offerings.

New Tax Rules For 2015 And Beyond

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Congress has made permanent many of the so-called “extenders,” those temporary tax breaks with a record of temporary renewal.

Wunderbar! A Solar Investment Fund Seeks FAs

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Wunder Capital is reaching out to financial advisors to invest in commercial solar projects.