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Registered Rep.
February 7, 2014
Hartley & LeBlanc |
Avoid Family Feuds What causes reasonable human beings to defy the advice of trusted advisors and lose sight of the costs of family fighting, not only in terms of money but vital family relationships and peace of mind?   |
Registered Rep.
March 4, 2014
David Armstrong |
Editor's Letter: March 2014 The editor discusses high frequency trading, wealth management influencers, and acquiring new clients. |
Registered Rep.
March 4, 2014
John Kador |
Habits of the Rich vs the Poor Research suggests that daily behavior determines economic outcomes. |
Registered Rep.
February 28, 2014
Anne Field |
Reading a Client's "Tell" Prospects, clients, employees, even you -- everyone has his or her own particular personality style. Understand what makes them tick and you can build strong relationships quickly. |
Registered Rep.
February 27, 2014
Mindy Diamond |
Free Agents Many wirehouse advisors are frustrated with increased bureaucracy and a loss of flexibility. In fact, many say they will leave unless their firms re-up the retention deals. |
Registered Rep.
February 25, 2014
John Kador |
The Rep's Guide to Ethical Wills Advisors who can assist clients with the transfer of their intangible legacy as well as the transfer of their material assets will reap the benefits of better serving their existing clients and the inheritors of the legacy. |
Registered Rep.
February 21, 2014
Stan Luxenberg |
Au Contraire The First Eagle managers were not the only ones who were out of step with the markets last year. Top fund companies that lagged badly include GMO, Royce Funds, and Weitz Funds. |
Registered Rep.
February 19, 2014
Jeff Spears |
Sallie Krawcheck Was Right About Breakaways Top producers remain on Wall Street for three reasons, although there are indications this could change over the next few years. Here's why the predicted exodus has never taken place. |
Fast Company
Max Chafkin |
The Most Dangerous Man In Bitcoin Isn't A Criminal As U.S. Attorney of the Southern District of New York, Preet Bharara has taken on many big cases over the past few years that have nothing to do with America's finance industry. But he's best known for his financial prosecutions. |
Information Today
February 20, 2014 |
Thomson Reuters Eikon Monitors Tweets The Thomson Reuters Eikon market analytics and trading software for financial professionals now includes news sentiment data and sentiment analysis of Twitter feeds. |
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