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On the Road

WealthManagement.com will be on the road at The Morningstar Investment Conference in Chicago, Illinois from June 12-14, 2013.  Keep up with all of the latest news and information from the conference.

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Being heavily recruited, but I'm taking my CFA?

Greetings earthlings, I am a bit of a nerd and slightly OCD. I started receiving emails when I got over 500 contacts on Linkedin and posted my financial resume on monster. I don't exactly know what I was hoping for, but I started receiving recruitment messages from places like Ameriprise. As is my way, I launched into full nerd mode and started researching the company. I am still in that phase now. It has only been 2 days. The person that called me, assured me that everything that was written in the recruitment email was correct:...More

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I'm a newcomer with tons of questions! The Local FA vs. The Far Away FA...More
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What Would a Cup of Coffee Cost at Vanguard's Prices?

The world’s largest mutual company, Vanguard, is branching out—into coffee. The company stopped in New York on Monday as part of a multi-city national tour, bringing coffee to the masses....More
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Good News for Advisors: DIY Investor Satisfaction Wanes

While the industry has been losing market share to the self-directed channel, a new J.D. Power report finds that satisfaction with the do-it-yourself platforms such as Scottrade and Charles Schwab has decreased from last year....More

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