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Moving on Up: Go Independent and Make More $

Advisors who switched firms in recent years saw a jump in their compensation, especially those who went independent.

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  • May 8, 2013
    Article

    Moving on Up: Go Independent and Make More $

    Advisors who switched firms in recent years saw a jump in their compensation, especially those who went independent....More
  • Apr. 24, 2013
    Article

    Are You Paid Enough? Take Our Compensation Survey

    Do you want to know how your pay stacks up against that of your peers? The final deadline for participation is May 1, and that’s coming up. We are depending on your input!...More
  • Apr. 10, 2013
    Article

    Another Insurer Dumps IBDs; Could You Be Next?  

    MetLife’s recent sale of Walnut Street and Tower Square is just the latest sign that insurance firms aren’t in the IBD business to stay....More
  • Mar. 27, 2013
    Article
    Trusts & Estates

    The Perfect Storm?  

    Advisors need to think about the direction that their advice and decisions will lead their clients and themselves....More
  • Mar. 27, 2013
    Article
    Trusts & Estates

    Are You Practicing Smart Marketing?

    As 2012 drew to a close, wealth management professionals were inundated with business from families waiting until the last minute to take advantage of the estate-planning opportunity of a lifetime. But now that the dust has settled, and we’re well into 2013, are you still just as busy or has the momentum fizzled?...More
  • Mar. 27, 2013
    Commentary
    REP.

    Content on Vacation

    How to avoid getting into the “Social Media Hall of Shame?” Keep your social media presence alive, active and consistent. It tells clients you can stick to a plan....More
  • Mar. 25, 2013
    Article
    REP.

    Advisors Ditch the Macbook for the iPad

    When it comes to doing work on the go, advisors are trading in their laptops for tablet devices, a new survey shows....More
  • Mar. 21, 2013
    blog

    There’s an App for That, But Maybe That’s Not a Good Thing

    These days, there are technology applications for automating nearly everything an advisor does, but when does technology just go too far?...More
  • Mar. 8, 2013
    blog

    Hybrid the Fastest-Growing Channel; IBD the Biggest Loser

    The dually registered, or hybrid, channel was the fastest-growing channel by assets in 2011, while the independent broker/dealer channel lost the most assets over that period....More
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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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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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Most Recent Blogs & Columns
May 21, 2013
Commentary
REP.

Advisors Get Ready to Ride the Social Sharing Wave

Moore’s Law is a mathematical principle devised in the 1960’s 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

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