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Registered Rep.
April 16, 2014
Kevin McKinley |
RMDs: Take Out or Pay Up There may be several advantages for clients who wait to withdraw money from their retirement accounts -- up to a certain point.   |
Registered Rep.
April 15, 2014
Alan Lavine |
Rethinking the Need for Immediate Annuities With today's low interest rates, immediate annuities may serve as a good proxy for bonds in older clients' investment portfolios. |
Registered Rep.
April 14, 2014
Stan Luxenberg |
Is Russia Cold or Hot? The Russian stock market has been as cold as Siberia. With Vladimir Putin menacing Ukraine, iShares MSCI Russia ETF lost 15.9 percent during the first two months of 2014, according to Morningstar. |
Registered Rep.
April 11, 2014
Mark Miller |
Are You Considering Retirement Abroad? What You Need to Know Are you encountering clients thinking of retiring abroad? It's a growing trend: the number of retirees, spouses and widows receiving Social Security benefit payments outside the U.S. rose 26 percent between 2006 and 2012 |
Registered Rep.
April 11, 2014
Diana Britton |
Is the CFP Board Losing Credibility in the Eyes of Advisors? WealthManagement.com surveyed 321 CFP holders and found that one-third believe the recent scandals detract from the perceived value of the designation. |
Registered Rep.
April 3, 2014
Matt Oechsli |
Are You Ready to Team with a Junior Financial Advisor? It's been my experience in working with teams that some of the best hires have been junior advisors who were once considered "failing rookies." |
Registered Rep.
April 3, 2014
Andrew Parish |
The Art of the Deal (Part One) Understanding the value of your particular business and what it may mean for the future of your career is immensely important. Not only for your clients, but for you and yours as well. |
Information Today
April 17, 2014 |
ProQuest and J.P. Morgan Launch Business Research Platform ProQuest and J.P. Morgan teamed up to create the J.P. Morgan Research platform to help business students and faculty access J.P. Morgan's company and economic research on 3,400 corporations around the world. |
Registered Rep.
April 4, 2014
Diana Britton |
Joe Duran's Journey Out of Chaos Joe Duran, the founder of RIA firm United Capital, knows something about keeping risk and fear at bay. |
Registered Rep.
April 3, 2014
John Kador |
Seven Lessons Advisors Can Learn from Startups By making small adjustments in your approach to serving clients, identifying and rewarding employees, and creating a meaningful work environment, any advisory can reap at least some of the benefits of startup success. |
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