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Claiming they are giving advisors what they asked for, American Funds recently rolled out its new ‘Portfolio Series’ of funds. It remains to be seen if the new products will help staunch the severe outflow of assets at the once dominant fund company.
“Who pays the price for our unethical behavior? All of our loved ones.” This was the message of Patrick Kuhse, a public speaker and former stockbroker, during the Raymond James Financial Services’ National Conference for Professional Developme...
The Facebook offering, as everyone in the world knows, including the checkout gal at my local Duane Reade, is a nightmare. It a nightmare for Facebook, a truly bruising headache for Morgan Stanley, who led the syndicate, and, natch, a giant bo...
Atlanta: “I need more leads,” stated Taylor as we ended the webinar. A pause ensued and he continued, “That’s really my biggest issue. I need to figure out how I can get in front of more affluent prospects. My network is growing and I’ve...