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Registered Rep.
April 28, 2015
John Kador |
REP. Index: Financial Literacy How financially literate are you in matters of annuities, taxation, retirement planning, IRAs and home ownership?  |
Registered Rep.
April 28, 2015
Megan Leonhardt |
Q&A: Andrew Evans, Managing Director, Atlantic Financial Group We interview Andrew Evans about a number of financial services issues.  |
Registered Rep.
April 27, 2015
Lynn O'Shaughnessy |
College Savings Don't Hurt Chances For Financial Aid Clients will be in a far better position and enjoy more college options if they've saved for their child's college education. Here's why. |
Registered Rep.
April 24, 2015
Mark Miller |
Inflationary Effects On Seniors The inflation rate experienced by seniors is higher than that of the overall economy. |
Registered Rep.
April 23, 2015
Anne Field |
How Long Should You Take to Land a Prospect? Most advisors have a process for bringing in potential new accounts -- a certain number of meetings, a series of topics to cover -- but many find the trickiest part of the chain is the final close. |
Registered Rep.
April 22, 2015
Kevin McKinley |
Small Deposits Now, Big Money Later Using the right vehicle and starting as soon as possible, parents, grandparents and other concerned family members can provide a lifetime of financial security for the children they love. |
Registered Rep.
April 20, 2015
Mindy Diamond |
An Advisor's Guide to Surviving Termination So what do you do to protect yourself? |
Registered Rep.
April 17, 2015
Megan Leonhardt |
DOL Moves Industry Closer to Harmonization The Department of Labor's proposal may represent the first step in a harmonized fiduciary standard by maintaining flexibility of business models. |
Registered Rep.
April 15, 2015
Megan Leonhardt |
Regulators Concerned B/Ds Recommending Unsuitable Products to Seniors With seniors more dependent than ever on their investments for retirement, regulators have found a number of broker/dealers may have recommended unsuitable products and not adequately disclosed risks. |
Fast Company
David Lumb |
Polish Bank Introduces Mobile ATMs You Can Summon With An App Have you ever needed to deposit a fat stack of cash, but didn't want to travel to a bank? |
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