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Registered Rep.
November 16, 2011
Matt Oechsli |
Passion: It's the Little Things in Your Practice It makes no difference if you're a solo advisor sharing an assistant or part of a large wealth management team; passion is trait available to all, and it's contagious.   |
The Motley Fool
November 16, 2011
Shubh Datta |
Synovus' Surprise Profit Synovus Financial swings to profits after three long years. |
The Motley Fool
November 16, 2011
Shubh Datta |
BankAtlantic Means Losses In the last 17 quarters, BankAtlantic has reported losses 16 times. |
Registered Rep.
November 15, 2011
Charles Paikert |
Lockshin Sets Contrarian Strategy for Convergent An outspoken fixture in the wealth management industry for over two decades, Convergent Wealth Advisors chief executive Steve Lockshin is in the headlines again, embracing a new role as a contrarian. |
Registered Rep.
November 15, 2011
David Trainer |
Forensic Analysis Says Avoid Energy & Financial Stocks Calculating economic earnings takes a lot of work in the form of gathering necessary data from financial footnotes and some fairly complex modeling. I offer a complete guide on how to calculate economic earnings here. |
Registered Rep.
November 15, 2011
Alan Lavine |
A Good Marriage: Life Insurance and Annuities What do you get when you splice together a life insurance policy and an immediate annuity? A reversionary annuity. Yes, that's a mouthful, but it carries some of the advantages of each and is ideal for certain kinds of clients. |
The Motley Fool
November 15, 2011
Dan Caplinger |
Has TD AMERITRADE Become the Perfect Stock? Eventually, a turn in interest rates should help boost TD AMERITRADE's profits. |
The Motley Fool
November 14, 2011
Evan Niu |
NFC: Coming to a Laptop Near You Intel and MasterCard team up to bring NFC payments to laptops. |
Registered Rep.
November 14, 2011
Diana Britton |
Raymond James Hopes New Training Program Will Appeal to Women Bob Patrick, director of education and development for Raymond James, said the industry has become more relationship- and planning-oriented, rather than product-oriented, and this model fits well with how women work. |
Registered Rep.
November 14, 2011
Susan Konig |
NOT My Generation: How to Manage Multiple Generations of FAs A 2010 survey by Lee Hecht Harrison, a Woodcliff, N.J., career management firm, found that over 60 percent of employers surveyed said they were experiencing substantial tension between employees of different age groups. |
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