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Research / WMIQ

The latest in Financial Advisor research and tools that can help your practice. WMIQ provides unparalleled access, intelligence and understanding of the wealth management market.

Edit Letter, Nov. 2010. The Death of Retirement?
Nov 01, 2010
The financial crisis has been cited as one of the reasons why Americans are so unready for retirement. But, let's face it. The retirement crisis began well before the lost decade supposedly upset the Baby Boom generation's grand retirement plans.
Powerhouse
Powerhouse
Nov 01, 2010
The REIT industry, now 50 years old, has outperformed all of the major stock indices since 1972. But it hasn't always been a joyride.
McKinsey Report Identifies Five Attributes for Success
Nov 01, 2010
Family businesses are the backbone of the American economy. In fact, 90 percent of the approximately 15 million businesses in the United States are considered to be family businesses, representing more than 60 percent of the gross domestic product...
Fix My Business: November 2010
Fix My Business: November 2010
Nov 01, 2010
William spiropoulos wants to expand his business by adding on wirehouse advisors, but he's having a hard time finding ones who are a good fit.
College By Numbers
College By Numbers
Nov 01, 2010
Calculating EFC, or expected family contribution, is essential to finding a college that's the best financial fit. You can help your clients.
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