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Registered Rep.
July 11, 2014
Mark Miller |
Retirement Benefits and Same-Sex Couples One year after the Supreme Court struck down restrictions on recognizing same-sex marriage, the landscape for spousal rights to retirement benefits has changed.   |
Registered Rep.
July 10, 2014
Matt Oechsli |
What's Your "Project $200 Million"? Many financial advisors don't know how good they can be, especially when it comes to client acquisition. |
Registered Rep.
July 9, 2014
Diana Britton |
It's a Seller's Market If you don't already have plans to sell your practice, now's a good time to consider it. |
CIO
July 24, 2014
Mary K. Pratt |
Real-Time Analytics Helps Virginia Credit Union Prevent Fraud Virginia Credit Union used agile development to build an analytics system to stop fraudsters who, with only a bit of personal information, can con call center workers. |
HBS Working Knowledge
July 21, 2014 |
Is a Gap in Small-Business Credit Holding Back the American Economy? A former head of the US Small Business Administration, analyzes the current state of availability of bank capital for small business. |
CRM
July 2014
Sarah Sluis |
OptifiNow Builds a Foundation for Sales for Mountain West Financial Sales and marketing automation company offers tailored solution for the mortgage banker. |
Registered Rep.
June 30, 2014
Diana Britton |
The Engineer Craig Stuvland formed his company to "fan the flame of independence" in the financial services space. |
Registered Rep.
June 25, 2014
John Kador |
An Advisor's Guide to Peer-to-Peer Investing Lending between individuals has been around since the beginning of human civilization. It may be the world's second-oldest profession. |
Registered Rep.
June 24, 2014
David Armstrong |
Editor's Letter: July 2014 Is too much money chasing too few options? Or does the consistent rise in the number of mutual funds stimulate more demand? |
Registered Rep.
June 20, 2014
Stan Luxenberg |
Fighting the Bond Bears Forecasters suggest trimming intermediate funds and shifting assets to short-term bonds and cash. But not everyone is swayed by the bond bears. |
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