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Registered Rep.
February 24, 2015
Brad Zigler |
Are Risk Parity Funds Worth The Cost? A while back, risk parity was all the rage among institutional investors. And now, thanks to a raft of mutual funds floated over the past five years, retail investors are able to tap into the strategy.   |
Registered Rep.
February 24, 2015
John Kador |
Love and Marriage To better advise married couples, advisors should be informed. |
Registered Rep.
February 23, 2015
Lynn O'Shaughnessy |
Helping Parents Deal with College Stress The number of parents who express concern about getting their kids into college is almost as many as those who worry about paying the tab. |
Registered Rep.
February 20, 2015
Anne Field |
Getting Beyond the $10 Million Plateau Rose Swanger has run her own solo practice in Knoxville, Tenn., for four years. She wants to grow, preferably by buying a soon-to-retire advisor's book or perhaps by bringing on a junior partner. |
Registered Rep.
February 17, 2015
Mindy Diamond |
When You Move, Clients Move Too For an advisor, a prospective new firm and a nice up-front check might be the best thing since sliced bread, but if a sizeable portion of the client base doesn't follow, the move could prove disastrous. |
Registered Rep.
February 13, 2015
Mark Miller |
Planning for Alzheimer's Carolyn McClanahan probably pays more attention to her clients' health than the typical financial planner. |
Registered Rep.
February 11, 2015
Boswell & Nichols |
Fact: New Advisors Lose More Clients to Robo-Advisors Veteran advisors have been hearing about fee compression for years, and quite frankly, it hasn't affected them very much. For new advisors, the story will be quite different. |
Registered Rep.
February 10, 2015
Lauren Barack |
Turning Data Into Gold Tracking the data wake investors leave behind is changing the way financial advisors deliver services to clients. |
Registered Rep.
February 9, 2015
Diana Britton |
Private Equity Buyer to Give NorthStar M&A Firepower Selling to a private equity firm was not the only option the executives at NorthStar Financial Services Group were considering when two of its owners, Michael Miola and Lana Clarke, wanted to sell their shares and retire. |
Registered Rep.
February 4, 2015
Jason Smolen |
Is the "Step-Up" Stepping Down? When President Obama delivered his State of the Union Address last month, he proposed ending the "step up" provision in the capital gains tax. |
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