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Go on the road with WealthManagement.com and keep up on all the latest news and information from industry conferences and trade shows across the country.

  • Apr. 30, 2013
    Article

    Is a Designation Worth It?

    Advisors who have professional designations earn more, according to new research by Aite Group presented at the IMCA annual conference in Seattle....More
  • Apr. 30, 2013
    blog

    Everything You Know About Portfolio Construction Is Wrong

    One speaker at IMCA takes a lot of common investing perceptions, and throws them out the window....More
  • Apr. 29, 2013
    Article
    REP.

    The Benefits of Being Fast

    Algorithmic-based trading dominates exchanges and scares many traditional investment managers who suspect the machines have an unfair edge. But research suggests while you rarely win trading against a computer, markets overall are better for it....More
  • Apr. 29, 2013
    Article
    REP.

    The Father of Futures

    K. Geert Rouwenhorst was among the first to consider commodity futures as an asset class, and his thinking is behind the proliferation of commodity future ETFs. He gave advisors attending the IMCA conference this week a primer on why commodity futures can play a role in an investment portfolio....More
  • Apr. 29, 2013
    Article

    Borzi Hints at Exemptions to DOL Fiduciary Rule

    Speaking remotely at the annual Investment Management Consultants Association conference in Seattle, Phyllis Borzi of the Dept. of Labor strongly suggested that the agency will include some exemptions to its proposed fiduciary rule for advisors overseeing retirement accounts....More
  • Apr. 25, 2013
    blog

    Guarding the Henhouse From Wolves

    As an advisor, it’s likely that someone at some point will lodge a complaint against you. Most of these are meritless and quickly resolved. But others could pose major problems for your practice and your career if you’re not careful....More
  • Apr. 24, 2013
    blog

    Better Safe Than Sorry

    If you’re telling clients they should have plans to pass wealth to heirs, you better be thinking about your own. Advisors routinely put succession planning on the back burner, to their detriment, says Raymond James’ director of practice planning and acquisitions Patrick Jinks....More
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OneVoice 2013: FSI Broker Dealer Conference

TD Ameritrade Institutional 2013 National Conference

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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. 

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Life after wirehouse? 1

After 18 months in the industry, all at WFA, I will be leaving the firm. I have not had great success at a wirehouse. It started well in the apprentice period and the first 6 months, but I missed my hurdle at the 9 month mark and have been scraping by ever since. After taking a further look at the requirements for the next 3 years, I realize that my head is going to be on the chopping block for most of that time barring someone in my network hitting the Powerball. I take full responsibility for this, but I will add that my firm has offered me little, if any, support at the local level....More
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May 17, 2013
blog

Walnut Street Team Turns Down Cetera Deal to Join Boutique IBD

A $145 million AUM team from Walnut Street Securities has turned down a retention deal from Cetera to join SCF Securities....More
May 16, 2013
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The Checks Aren’t Always Equal: Why RIAs Should Tap Multiple Custodians for a Successful Practice

Challenging economic climates often bring unforeseeable opportunities. New opportunities could, of course, help your clients maximize their potential. With the evolution of new technologies, financial products and account needs, new custodians have emerged to provide specialized services....More

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