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Features

  • The February issue is now online

     

  • Make 2010 Your Best year Ever

    Quantuvis Consulting's new study of business performance has strategies and action steps for every advisor, regardless of size, business model or philosophy. In this first of a four-part series, Quantuvis examines best practices of top performers.

    Thinking Outside the Dollar

    Longtime international investors are bulking up their non-U.S. allocations, and more conservative players are taking notice. "

    Moving Upmarket

    Thinking about upgrading to a family office? Here are five things you should know about the ultra-affluent market.

    Getting There

    This column may offer the clearest routes to success you will ever find anywhere.

    Our Cosmic Glue

    Competing ideas may pit financial advisors against one another, but a much more powerful force should unite them-the desire to serve clients well.

    One Fee to Bind Them

    In 2009, broker-dealer Capital Analysts introduced a new flat-fee business model. So how's it going?