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  • Dec 18, 2014
    blog

    The Daily Brief: What's Your Succession Plan?

    The SEC is working on a rule that would require financial advisors to create transitions plans in case or retirement or a major disruption in their business....More
  • Dec 4, 2014
    Exclusive

    The Independent Life

    The path to independence is increasingly well worn, but the destination is not the same. A rise in hybrid advisors—as well as traditional brokerages now offering financial planning services—is blurring the lines between what once were defined advisory channels.

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