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Registered Rep.
May 27, 2015
John Wasik |
Time to Reinvest in the Eurozone? If you can look deep into the heart of Europe, there are some compelling reasons for expanding portfolio positions in the continent.   |
Registered Rep.
May 27, 2015
Anne Field |
#SocialMediaSavvy Bob Stone, co-founder of Telemus Capital in Southfield, Mich., runs a thriving practice with about $2 billion in assets. His quandary is what to do about social media. |
Registered Rep.
May 27, 2015
Susan R. Lipp |
Note From The Editor: June 2015 Timely issues for advisors include retirement benefits, Social Security benefits, and estate planning. |
Registered Rep.
May 26, 2015
Brad Zigler |
Can REITs Sustain Their Gains? Since the so-called Taper Tantrum of 2013, real estate investment trusts (REITs) have been taking their cues from the Federal Reserve Board. |
Registered Rep.
May 21, 2015
Alan Moore |
Compensation Survey 2015: Can the Hourly FA Survive? When advisors work hourly, they can reach a unique segment of the market that is otherwise completely ignored by traditional financial planning models. |
Registered Rep.
May 21, 2015
Kevin McKinley |
Six Questions to Ask Before Rolling Over a Retirement Account Casually and carelessly moving all of the money from a client's 401(k) or 403(b) to a self-directed IRA can mean lost opportunities, higher taxes, and unnecessary costs to the client. |
Registered Rep.
May 21, 2015
Matt Oechsli |
The Affluent Marketing Challenge Every activity in this 30-day, 100-point challenge could be classified as "relationship marketing," which is precisely how 80 percent of today's affluent discovered their advisor. |
Registered Rep.
May 15, 2015
Mindy Diamond |
Nine Ways to Evaluate an IBD With so many IBD options out there, what should an advisor look for to ensure the move he makes is the best one for his clients and his business goals? |
Registered Rep.
May 14, 2015
Mark Miller |
Using Debt in Retirement Tom Anderson, a wealth manager at Morgan Stanley, is the author of The Value of Debt in Retirement (Wiley) and challenges the conventional wisdom that the best retirement plans shed as much debt as possible. |
Registered Rep.
May 14, 2015
Megan Leonhardt |
LPL Incentivizes Hybrid RIAs to Bring Assets Over LPL Financial is offering its hybrid advisors up to $100,000 to shift their assets held elsewhere to LPL's advisory platforms, according to an internal communication sent to advisors Wednesday. |
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