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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
Apr. 29, 2013
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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
Mar. 14, 2013
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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
Mar. 22, 2013
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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 24, 2013
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Advisors on the Move

Wunderlich Securities, Janney Montgomery Scott, Rothschild and Schechter Wealth Management boosted their ranks recently with fresh recruits, while others like Chase and NFP promoted executives from within to take on new responsibilities....More
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The Blotter Report: Legal Legwork Pays Off

Federal and state prosecutors, as well as several New York law firms, have put the screws to advisors this week. Back in the U.S., a former stockbroker who fled prosecution for a pump-and-dump scheme was hit with a 7-year jail sentence this week, while FINRA and Massachusetts levied multi-million fines against some of the biggest independent broker-dealers....More

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