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Registered Rep.
February 28, 2012 |
Von Aldo: Making Charitable Gifts by Saying "no" Sometimes, objectives can be better achieved by disclaiming instead of accepting a bequest.  |
Registered Rep.
February 28, 2012
Diana Britton |
Yield of Dreams: FSI to DOL -You're on Your Own Last September, the Department of Labor announced it would repropose its rule on the application of the fiduciary standard to retirement accounts. This was a major coup for the Financial Services Institute, which has been vehemently opposed to the rule.  |
Registered Rep.
February 27, 2012
Lauren Barack |
Protect Your (Online) Rep "Nowadays, professional reputation is tied to online," says Don Sorenson, CEO and founder of online reputation management firm Big Blue Robot. "And you can be at the whim of anyone who writes about you." |
Registered Rep.
February 27, 2012
Diana Britton |
20-Year Merrill Advisor Jumps Ship to Regional Shop Janney Peter Sargent, who has $250 million in assets, said he wanted to move to a firm that was more entrepreneurial in nature and allowed for more flexibility. |
Registered Rep.
February 24, 2012
Diana Britton |
Some Morgan Keegan FAs Eager for Raymond James' Social Media Tools For some Morgan Keegan advisors, Raymond James is dangling a fairly tasty technological carrot: Immediate access to an advanced social media content, archiving and distribution platform. |
Registered Rep.
February 24, 2012
Kristen French |
Due Diligence: Seven Years Later, Merrill Broker Discrimination Class Action Gets go Ahead The lawsuit will go to court in April, and then the judge will set a date for trial. |
Registered Rep.
February 23, 2012
Boswell & Nichols |
Fast Track: 10 Common Social Media Faux Pas' Here are some common social media faux pas advisors have made over the past few years. |
Registered Rep.
February 22, 2012
Charles Paikert |
The Asian Market: Q&A with Aspiriant Co-founder Tim Kochis Tim Kochis saw early on a growing opportunity in serving first- or second-generation Asian-American consumers in the U.S. Many of these individuals have complicated ties to businesses and families in their home countries. |
Registered Rep.
February 22, 2012
Kristen French |
Due Diligence: Merrill Edge on Hiring Binge, Gets One-Third of Clients From FA Referrals Does Merrill Edge, Merrill Lynch's brokerage, banking and financial advice platform for the mass affluent (those with $100,000 to $250,000 to invest), compete with Merrill Lynch financial advisors? |
Registered Rep.
February 22, 2012
Diana Britton |
Yield of Dreams: No More Clownin' Around - it's a Zero Sum Game I applaud advisors for wanting to be more tactical and try something different with their clients' portfolios outside of MPT, but more often than not, you won't be able to make a difference. |
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