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Wealthy Investors Confident in Advisors, Not in the Markets financial-planning.com
According to a Schwab study, 45% of independent advisors are bullish...
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Forex Secured Capital Fund fxscf.com
FXSCF will Guide you to Secured Capital Fund, with an exceptional...
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7 ETFs for Advisors Looking to Play Facebook financial-planning.com
ETFs are a very popular and viable option for advisors and clients...
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Read a handful of articles from NAPFA’s national conference
The National Association of Personal Financial Advisors had great...
Helpful information from NAPFA National
Most Popular Discussions
Donna
Pitching Advisors Successfully
Alex Potts, the CEO of Loring Ward, discusses how he successfully recruits advisors.
Snapshots from the NAPFA National Conference financial-planning.com
Advisors and executives from across the financial industry descended on Chicago for the 2012 NAPFA National Conference. Check out some of the images from the event from our correspondent, Mike Byrnes.
Donna
NAPFA Conference Snapshots
Did you miss the recent NAPFA conference? Check out our snapshots from the event.
Snapshots from the NAPFA National Conference financial-planning.com
Advisors and executives from across the financial industry descended on Chicago for the 2012 NAPFA National Conference. Check out some of the images from the event from our correspondent, Mike Byrnes.
Donna
Advisors Must Shift LinkedIn to the Top of Their Social Media Strategy financial-planning.com
LinkedIn is the hands-down preferred mode of social networking for advisors, because it offers plenty of resources to gather client leads and personal privacy.
Mason
The Breakaway Trend
More and more advisors may continue to leave traditional wirehouses for independent firms, according to Charles Roame, CEO of Tiburon.
Will Breakaway Broker Trend Continue in 2012? financial-planning.com
The breakaway broker trend of financial advisors leaving traditional wirehouses for independent waters is just beginning to heat up.
Danielle
Advisors and Social Media: Is It Working For You? zoomerang.com
Mason
Advisor TV Feature: Orion Advisor Services
Eric Clarke, president of Orion Advisor Services, talks about using tech to get advisors out of the back office and in front of clients.
Financial Planning financial-planning.com
Financial-Planning.com is the online home of Financial Planning magazine and offers news, commentary and community for financial planners and financial planning professionals.
Mason
All Facebook brand pages will be undergoing major renovations on March 30.
Here’s what you need to know to prepare:
Attention Advisors: Big Changes Imminent for All Facebook Brand Pages financial-planning.com
Advisory firms should be aware of changes coming to all Facebook s brand pages on March 30. New functionality should make the pages even more engaging.
Danielle
Financial Planning financial-planning.com
Independent advisors overwhelmingly approved of Commonwealth Financial Network s leadership and direction, pushing the independent broker-dealer to the top of J.D. Power and Associates 2012 U.S. Financial Advisor Satisfaction...
Danielle
Financial Planning financial-planning.com
Advisors may feel a bit awkward and worried about compliance when it comes to social media. But RIAs, wirehouse advisors and bank advisors alike are definitely using it to build their brands and businesses.
Danielle
Employers Asking Job Seekers for Facebook Passwords finance.yahoo.com
When Justin Bassett interviewed for a new job, he expected the usual questions about experience and references. So he was astonished when the interviewer asked for something else: his Facebook username and password.
Donna
BrokerCheck Changes afoot? FINRA is seekng input for proposals.
FINRA is exploring changes to its database on registered representatives and dually registered RIAs include adding more in-depth ...
Asked and Answered: Deadline Looms for Comments on BrokerCheck Changes financial-planning.com
On April 6, the comment period on FINRA s proposed changes to its BrokerCheck system will close, though there is still much debate and controversy about some of the proposed changes. Compliance consultant and securities...
Mason
Interactive Slide Slow: 9 Ways To Keep Your Client From Overspending in Retirement
Even if your client is well prepared for retirement, check out these nine tips to make sure they don’t overspend.
9 Ways to Keep Clients From Overspending in Retirement financial-planning.com
Even the best-laid retirement plan can come unraveled if clients and their advisors aren t proactive about setting reasonable spending limits and sticking to them. Here s an interactive slide show detailing nine ways advisors...
Mason
How Up-to-Date are Small Business Owners When It Comes to Retirement Planning
A majority of small business owners aren’t fully aware of their retirement planning options, says a Fidelity Investments survey.
Financial Planning financial-planning.com
Small business owners displayed very little knowledge about the structure and costs of retirement savings plans available to them, Fidelity Investments found in a new survey.
Mason
Joel Bruckenstein on the Strengths of SunGard's New iPad Apps
Advisor TV Exclusive: Columnist Joel Bruckenstein examines SunGard’s solid approach to iPad apps.
Financial Planning financial-planning.com
Financial-Planning.com is the online home of Financial Planning magazine and offers news, commentary and community for financial planners and financial planning professionals.
Mason
Advisor TV Exclusive: Behind the Envestnet-Tamarac Deal
Advisor TV Exclusive: A behind-the-scenes look at the motivation behind the Envestnet-Tamarac deal and what it means for investors.
Financial Planning financial-planning.com
Financial-Planning.com is the online home of Financial Planning magazine and offers news, commentary and community for financial planners and financial planning professionals.
Mason
Carl Richards Has A New Assignment:
Author and New York Times blogger Carl Richards joins BAM as director of investment education.
Author Carl Richards Joins BAM Advisor Services financial-planning.com
Planner, author and New York Times blogger Carl Richards, founder of Prasada Capital Management, has joined St. Louis-based BAM Advisor Services as its director of investor education.
Donna
What do your clients know about risk? Invesco outlines five key points on teaching clients about the subject.
Ten days in the investment markets can have an enormous impact on any client’s portfolio. But because it is nearly impossible to predict ...
Financial Planning financial-planning.com
Invesco s director of investment product management says the market s worst days are just as important as its best days, rebutting the belief that missing the market s best days is the worst mistake in a portfolio.
Donna
Dynasty Financial Partners Signs Its Ninth RIA Firm
Dynasty Financial Partners signs a huge East Coast RIA, and sets its sights on the midwest.
bit.ly bit.ly
Donna
Financial Planning financial-planning.com
Fidelity Clearing Canada has enhanced its Streetscape workstation with additional market research news and information as well as syndication data on new issue distribution and reporting.
