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Getting Over the Fear of Marketing Plans
May. 22, 2013
Jerry Lezynski, the director of marketing for SEI Advisor Network, gives five tips to help get your marketing plan out of your head, off the ground and into the real world.
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May 22, 2013
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Outgrowing Wall Street?

Are advisors outgrowing Wall Street? A new Cerulli report on the rise of the “boutique” seems to suggest that many are....More
May 21, 2013
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REP.

Avoid Blowing Up a Veteran's Benefits

Selling trusts and life insurance to wartime veterans can be tricky. One misstep could disqualify them from important benefits....More
May 22, 2013
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The Art of Being a Gracious Advisor

The hustle and bustle of business commerce has made graciousness an afterthought. Instead we rush from meeting to meeting and dismiss anything that doesn’t produce immediate gratification – that doesn’t add to the bottom-line. So, how does an advisor practice the art of being gracious? Here are a few tips....More
May 22, 2013
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Reuters

Massachusetts Reaches $9.6 MLN REIT Settlement with 5 Broker-Dealers  

Five independent broker-dealers will pay at least $9.6 million in fines and restitution to settle what Massachusetts' top securities regulator has called their improper sales of non-traded real estate investment trusts, or REITs....More
May 22, 2013
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Reuters

Women Edge Out Men in Handling Credit -Experian  

When it comes to managing credit, American women have a slight edge over men, according to a study of credit reports by the credit report agency Experian Plc....More
May 21, 2013
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Trusts & Estates

Clark—Seventh Circuit Case Questions Inherited Retirement Plan Protection in Bankruptcy

Edwin P. Morrow III outlines a recent opinion in which the U.S. Court of Appeals for the Seventh Circuit halted a strong trend in the courts to protect inherited retirement plans in bankruptcy...More
May 21, 2013
Commentary
REP.

Advisors Get Ready to Ride the Social Sharing Wave

Moore’s Law is a mathematical principle devised in the 1960s that states the number of transistors on integrated circuit boards doubles every 18 months—meaning the processing power grows exponentially. This simple principle has held true for the computer hardware industry over the past fifty years!...More
May 21, 2013
blog

FINRA Won't Drop BrokerCheck Link Rule

Advisors who hate the idea of linking to BrokerCheck on their websites are not out of the woods. Despite pulling its proposal last month, FINRA staff say the proposal is not dead....More
May 20, 2013
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SEC's Walter Says No Fiduciary Standard Rules This Year

The former chairman of the SEC said the first round of public comments on the fiduciary rule weren't "data heavy" and the commission is hoping for more information....More
May 20, 2013
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It’s Not All About You

You can’t be a full service financial planning firm if it’s all about one person....More
May 20, 2013
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Trusts & Estates

Spellbound

Since ancient times, storytellers have passed along wisdom, engaged the imagination and fostered community. And Spellbinders, a non-profit network of volunteer storytellers, has brought back this age-old tradition in classrooms around Colorado and a handful of other states....More
May 20, 2013
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REP.

Unlocking College Data

What good are the loads of data about colleges, if families can’t access it? Here are four websites that are opening the vault....More
May 17, 2013
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Trusts & Estates

Taxpayer Hit With Additional Tax and Accuracy-Related Penalties

In Ung v. Commissioner, the Tax Court ruled in favor of the IRS, holding that a taxpayer: 1) didn’t qualify under any exception and was therefore liable for the 10 percent additional tax for early distributions from her retirement plans; and 2) was liable for accuracy-related penalties....More
May 17, 2013
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REP.

The New Buyers of ETFs

Many actively managed mutual funds are now in the market for ETFs for their low costs of ownership and ease of trading. But should shareholders be annoyed?...More
May 16, 2013
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REP.

Five Everyday Leadership Traits of Elite Advisors

Leadership isn’t a term often used to describe financial advisors, but elite advisors have changed that train of thought. Elite advisors manifest leadership in many ways......More
May 15, 2013
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REP.

Avoiding Family Conflicts During Estate Planning

Family litigation occurs not from a lack of trying to solve the issue, but from a lack of planning. Here, CPAs at Sensiba San Filippo provide tactics to avoid family battles over wealth transfers....More
May 14, 2013
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REP.

Good Hedge Funds Come in Small Packages

In the wake of the Bernie Madoff scandal, investors have been shunning fledgling hedge funds, betting instead on large funds with long track records. But small funds have key advantages....More
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May 22, 2013
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Outgrowing Wall Street?

Are advisors outgrowing Wall Street? A new Cerulli report on the rise of the “boutique” seems to suggest that many are....More
May 21, 2013
Commentary
REP.

Advisors Get Ready to Ride the Social Sharing Wave

Moore’s Law is a mathematical principle devised in the 1960s that states the number of transistors on integrated circuit boards doubles every 18 months—meaning the processing power grows exponentially. This simple principle has held true for the computer hardware industry over the past fifty years!...More

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