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May 22, 2013
Article
REP.

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 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
Article
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 20, 2013
Article
REP.

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
Article
REP.

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
Article
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
Article
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 17, 2013
Article
REP.

Florida Court Rules State Time Limits Apply to Securities Arbitration  

Florida's statute of limitations can apply not only to court proceedings, but to securities arbitration cases between investors and their brokers, the Florida Supreme Court ruled Thursday....More
May 17, 2013
Article
REP.

Schwab Reverses Ban on Client Class-Action Lawsuits  

Charles Schwab Corp has temporarily reversed its requirement that clients waive their right to bring class-action lawsuits, adding a new twist in a battle closely watched by the securities industry and plaintiffs' attorneys....More
May 16, 2013
Article
REP.

The Reluctant Retiree

Clients who are financially ready to retire may still need some words of encouragement....More
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