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Financial Advisor
December 2011
Marla Brill |
Rewarding The Faithful Nicholas Kaiser finds that investing according to Islamic virtues can also win handsome Earthly rewards.   |
Financial Advisor
December 2011
Nick Murray |
Books Of The Year 2011 Five excellent books from 2011 -- specifically for the financial advisor's mind and soul. |
Financial Advisor
December 2011 |
Advisor Emporium TCA rolls out a new mobile platform... Russell expands to Global Markets... SunGard unveils mobile apps... more... |
Financial Advisor
December 2011 |
Frontline News Investors Can Change Irrational Behavior... Tax Changes for 2012... The Certified Financial Planner Board of Standards launched a four-year, $36 million public awareness marketing campaign... more... |
CFO
December 1, 2011
Vincent Ryan |
Post-Occupied Tepid demand, thin margins, new regulations, investor caution - and a lingering public-relations problem. No wonder banks are nervous. |
Financial Planning
December 1, 2011
Joel Bruckenstein |
Tech Survey From iPads to Androids to cloud providers, technology evolves oh-so-fast, and FP's annual tech survey reveals that advisor technology usage is changing rapidly too. |
Financial Planning
December 1, 2011
Deena Katz |
Replacing Yourself Who's going to sit in your chair and meet with your clients when you're no longer doing it? That question leaves many advisors speechless. |
Financial Planning
December 1, 2011
Bob Veres |
Regulatory Armaggedon The Republican leadership in Congress has proposed that the SEC authorize one or more self-regulatory organizations to take over regulation of RIAs. This has been coordinated with massive Wall Street lobbying. |
Financial Planning
December 1, 2011
John J. Bowen, Jr. |
Strategies for 2012 and Beyond In these volatile times, you have an excellent opportunity to build relationships with high-net-worth investors who are actively looking for advisor alternatives. With that firmly in mind, here are some key strategies and tactics that will make a big difference over the next year and beyond. |
Financial Planning
December 1, 2011
Katie Kuehner-Hebert |
FPA: Let's Get Political From Dodd-Frank to new taxes on professional services, lawmakers are increasingly making and suggesting changes that could dramatically impact planners and their clients. |
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