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Investment Advisor
June 2009 |
Changes People on the move: Debbie McWhinney head of Citi Personal Wealth Management... Lynn Turner named senior advisor and managing director in the forensic accounting practice of LECG... Dennis Klaeser recently joined Raymond James... more...   |
Investment Advisor
June 2009 |
Group Think Industry association news: Call for legislation to oversee the financial planning profession... New member programs from NAIBD... NAVA has hired Chris Paulitz as Vice President of Communications and Public Affairs... |
Investment Advisor
June 2009 |
Upgrades News: Neuberger Berman Group is again majority-owned by its employees... Raymond James Financial is implementing Interactive Data Corp's Market-Q... Charles Schwab lowers fund fees... Sales of variable annuities fell 15% in 2008... more... |
Investment Advisor
June 2009 |
Asset Allocation The latest market numbers and asset allocation recommendations from the Investment Advisor panel. |
Investment Advisor
June 2009
Olivia Mellan |
The Psychology of Advice: Getting Your Act Together There is considerable therapeutic value in the ability to 'act as if' you are confident in the midst of a serious setback. |
Investment Advisor
June 2009
Lewis Schiff |
The Affluentialist: Best Practices for Retirement Planning According to an in depth survey of experienced advisors who devoted a significant portion of their practices to retirement planning, demands from clients are driving the evolution of retirement services. |
Investment Advisor
June 2009
Angela Herbers |
The Fast Track: Letting Go Success comes from helping advisors determine what they and their firms do best, and then custom-building a practice to maximize those skills. |
Investment Advisor
June 2009
Robert F. Keane |
The Green Advisor: More On Climate Change Climate change can present some healthy investment opportunities for your clients, even if you don't believe it's real. |
Investment Advisor
June 2009
Melanie Waddell |
Retirement Planning: Warming Up to Annuities Investment advisors are steadily increasing their use of immediate annuities for rollover dollars, according to a recent study by Cerulli Associates. |
Investment Advisor
June 2009
James J. Green |
From the Silver Lining Department While the market performance of the last 18 months (at least until March 9) has hurt just about every investor and advisor across the board, there are some silver linings from the downturn. |
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