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Gallery: Ten Advisors Who Give Back
Apr. 29, 2013
From helping former slaves in Nepal to putting out fires in Texas, Wealthmanagement.com has selected these ten advisors whose charitable efforts go beyond simply writing a check.
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Top 100 RIAs in 2013  

Among other things, these RIAs offer financial planning and portfolio management for individual clients....More
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The Perils of Global Giving

Global philanthropy is on the rise, but wealthy individuals and foundations need to avoid the legal pitfalls....More
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Downton Abbey: Real Life Lessons for Trust and Estate Advisors

Joshua Baron and Devin Bird draw parallels between real life family business succession issues and the drama of PBS's Downton Abbey...More
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Deductible Me

Help clients understand how to get all the tax deductions they are entitled to, including home, health and education, and possibly even the fees they pay to you....More
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Foreign Affairs

Currency war? No. But you can still profit from the slide in the Yen....More
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What Women Want When Shopping for an Advisor  

Affluent women are now more involved in major purchase decisions than ever before. Here’s what they’re looking for in an advisor....More
Mar. 20, 2013
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The Devilish Details of Angel Investing

Angel investing can be fraught with peril—for both the investor and the entrepreneur. But the devil’s in the details. Here’s a guide for mixing business with family and friends....More
Feb. 25, 2013
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Lighten Up!

Sometimes the right joke or one-liner can defuse a situation with clients or underscore a selling point. But tread lightly....More
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REP. is the most trusted digital and print source for the retail investment professional, serving brokers, financial advisors, RIA’s, IBD’s, insurance, financial planners, and financial product companies with award-winning insight coverage of the brokerage, wealth management, fund and financial product industry as well as breaking news, data, rankings, and profiles. 

 
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May 17, 2013
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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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