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Investment Advisor
October 2009
Melanie Waddell |
SEC Criticized for Madoff Congress chides the SEC for the scathing inspector general report on Bernie Madoff.   |
Investment Advisor
October 2009
James J. Green |
Past and Future at Schwab A report from the recent and somewhat subdued Schwab Impact 2009 conference. |
Investment Advisor
October 2009
James J. Green |
Fidelity Cuts Costs on Technology, Trading Fidelity Institutional announced a range of price cuts and time-bounded fee waivers for advisors who custody client assets at Fidelity. |
Investment Advisor
October 2009
James J. Green |
Catching Up With: Bill Baldwin A telephone interview with the editor-in-chief of this publication and the new chairman of NAPFA, Bill Baldwin. |
Investment Advisor
October 2009
James J. Green |
More on Migration Cerulli Associates estimates that $800 billion will be moving as advisors change firms. |
Investment Advisor
October 2009 |
Changes Job changes, appointments, and promotions: Benjamin Ledyard... Tim Kochis... Duane Thompson... Steve Fadem... Mick Moloney... William Denton... Ben Jackson... Henry Hu... D. Sean McDade... George Keith... Rebecca Smith... Kristine Neuhauser... Lisa Cerchiaro... |
Investment Advisor
October 2009 |
GroupThink Professional association news: Charles Moran new chair-elect of the Certified Financial Planner Board of Standards' Board... The Financial Planning Association profession's 40th anniversary... The National Association of Personal Financial Advisors is continuing its 12-month program... |
Investment Advisor
October 2009 |
Upgrades What's going on: CRM Software announces major enhancements to Junxure... Tamarac, Inc. has introduced Advisor 9, a suite of portfolio management applications... The Hartford Financial Services Group, Inc. has introduced online information sharing reports... |
Investment Advisor
October 2009
Jeff Joseph |
Venture Populist: The Private Venture Test RIAs that possess the requisite mandate, means, and mindset should embrace private venture investments -- for the benefit of both their clients' portfolios and their practices. |
Investment Advisor
October 2009 |
Asset Allocation This month's asset allocation numbers. |
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