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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.

Sizing Up the New Cost Basis
Sizing Up the New Cost Basis
Aug 01, 2011
Industry observers say many financial advisors are unaware of changes to come. It could haunt them if clients get burned.
Comings & Goings: August 2011
Aug 01, 2011
The Investment Program Association, an advocacy group for direct investing, has hired David Maccarella as director of education. Maccarella was previously with Thomson Reuters, developing online client training courses in the financial services...
Changing The Game
Aug 01, 2011
The independent broker/dealer model is still favored by many, as our Top 100 list of IBD advisors shows. But the hybrid model is ascendant.
Parental Help
Parental Help
Aug 01, 2011
In the current economy, this term has taken on new meaning.
The Business Within
The Business Within
Aug 01, 2011
A new study titled Don't Lock Me Out: Life Story Interviews of Family Business Owners Facing Succession, by Alexandra Solomon, et. al,1 analyzes life-story interviews obtained from 10 family business owners regarding their experiences with the...
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