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News, Analysis and Ideas for Registered Investment Advisors

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January 2, 2014


3 Big Issues Advisors Are Missing
Some of your underlying assumptions may be totally wrong. Here are a few fresh ideas to consider.

Forecast: More Advisor Deals Coming
The number of mergers and acquisitions of financial advisors is set to increase substantially in 2014 and beyond, according to research released by Tiburon Strategic Advisors.

Advisors Getting It Wrong on 'Wealth Management'?
A new report finds that advisors, investors and financial providers have been using the term inconsistently -- and perhaps incorrectly.

High-Tech Invader to Compete With Advisors
Bill Harris shook up the financial services industry as CEO of both Intuit and PayPal. Now he's got his eye on financial advisors.

Recruit for Growth: 16 Questions to Ask
Your expansion strategy may determine your firm's ultimate success. Be sure to get this one right.

Training Advisors to Serve Special-Needs Clients
One planner gained expertise handling her own family's needs - then offered that knowledge to other advisors.

Download Our Apps for iPad®, iPhone® and Android™
Access Financial Planning's dynamic features and content right from the palm of your hand. Visit the App Store or Android Market to download now!

Risk Tolerance Jumps, But Advisors Stand Pat
Advisor confidence was essentially flat in December, as advisors reported greater risk tolerance but stayed the course on allocations.

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Samantha Allen
Digital Managing Editor
Phone: 212.803.8752

Mike Schott
Group Publisher
Phone: 212.803.8567

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Why Changes Are Brewing in Advisor Compensation

Who Are the Next Generation Planners?

How Some Advisors Improved in the Wake of ‘08

Why Financial Planning is a Perfect Career

Slide Shows

Merging? 5 Tips to Avoid Pitfalls

4 Steps to Build Your Firm’s Future

5 Best Tips for Startup Advisors

5 Years Since the Crisis: What’s Changed for RIAs?

What Next-Gen Advisors Want

Web Seminars

The Four Essential Steps to Becoming an RIA.

Helping Clients Rethink a Risk-off Mentality

Turnkey Sales Programs: How to Distinguish a ‘Good Story’ From a True Growth Opportunity.

The Unintended Consequences of Inflation Protection

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