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Baby Boomers Driving the Technology Wave

Forget “next-gen.” The real push for an online component to the financial advisory business is coming from the older generation, and the change is happening faster than you thought.

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Absolute Perfection

This flawless, 101.7-carat, pear-shaped diamond—one of the world’s largest —will go up for auction at Christie’s “Magnificent Jewels” sale in Geneva on May 15, 2013. How much will it sell for? Choose the correct answer and registered site users will be eligible to win a one-year subscription to Christie's Geneva Jewelry sales catalogue, courtesy of Christie's. 

Image courtesy of  Christie’s Images Ltd. 2013

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"Do firms check U5's when hiring?"

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Need sales based app for daily Management

Sales called backbone for business. I am sales person in one MNC so i need app to manage my tasks, work details please share with me if you have any app for sales. My friend Linda suggest me about top ipad Sales Assailant App ( Coming soon ) and other another apps. If you have any suggestion please share with me ..     thanks steve...More

Financial Planning: Best information sources and research tools?

I am new in financial planning and am approaching the profession with several years experience working in personal trusts and have just completed a financial planning course. I am considering going out on my own and am trying to get some tips and ideas as to the best ways to stay informed and to provide clients with the best expertise and skill set possible. Does anyone have preferences and/or advice as to the best ways to stay current and in compliance with legal, tax and market changes?...More
Retirement Planning Snapshot

The Numbers Behind Social Security

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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.

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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