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Registered Rep.
February 22, 2012
Timothy D. Welsh |
Letter From Dallas: Day Three at T3 -- a Fidelity Robot in the Hall Despite predictions that the crowd would thin on the last day of the Technology Tools for Today (T3) conference after a big night of revelry, advisors, hungry for more technology content, packed the opening keynote speeches.   |
Registered Rep.
February 21, 2012
Kristen French |
Due Diligence: Edward Jones Has an Edge at Training in an Industry That Stinks at it Only about one out of every five rookies in the Wall Street brokerage business makes it through year two or three of a four-year training program, according to industry consultant CBM Group. |
Registered Rep.
February 21, 2012
Timothy D. Welsh |
Letter From Dallas: Day Two at t3 Conference -- Going Mobile 75 software vendors jockey for position to gain mindshare of the 400 -- 500 advisors looking to purchase the latest tools and innovation to make their businesses more efficient and scale with their growth. |
Registered Rep.
February 21, 2012
Alan Lavine |
Tips on Evaluating Financial Surveys Have you noticed that surveys by life insurance companies almost always find that people are unprepared for retirement and don't have enough life insurance? |
Registered Rep.
February 17, 2012
Timothy D. Welsh |
Live From Dallas: Mobile Apps, Cloud Computing and Integration - Key Themes at Tech Conference for Rias I work with many of the technology companies that support independent RIAs and will be blogging about what's hot in advisor tech, industry trends, and what the influencers are saying. |
Registered Rep.
February 17, 2012
Jennifer Popovec |
Commercial Mortgage REITs: Less Risk, Same Reward? A new crop of commercial mortgage REITs emerging today may be less risky investments compared to the legacy commercial mortgage REITs that operated during the most recent real estate boom, argue some industry experts. |
Registered Rep.
February 17, 2012
Jerry Gleeson |
Envestnet To Buy RIA Software Provider Tamarac Envestnet is looking for a larger share of the RIA market with its latest acquisition. |
Registered Rep.
February 16, 2012
Diana Britton |
Yield of Dreams: Bogle Calls ETFs `Speculation' and `Marketing' Vanguard's John Bogle speaks boldly about his opinion on ETFs. |
Registered Rep.
February 16, 2012
Kristen French |
Due Diligence: LaMothe Takes Swipe at BofA, Does 180 on Value of Bank-Brokerage Tie Ups Lyle LaMothe, former head of retail brokerage Merrill Lynch, claims that Merrill advisors are leaving the firm because they are being pushed to sell the whole bank instead of focus on wealth management and what's best for their clients. |
Registered Rep.
February 16, 2012
Diana Britton |
Stifel's Wealth Segment Offsets Decline in Institutional Business in 2011; FA Recruiting `Muted' Despite a bad year for its institutional group caused by the uncertain market environment, financial services firm Stifel Financial's 2011 results were propped up by the stability in its global wealth management segment. |
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