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A behavioral index fund is one investment option that is sorely missing from the marketplace, says Allan S. Roth of Wealth Logic.
June 1
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The New Jersey bank moved its investment services program to Raymond James after a 14-year relationship with Essex Securities.
June 1
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The firm is facing a lawsuit on behalf of investors who lost money in a $350 million Ponzi scheme.
June 1
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Close scrutiny of data from the nation’s largest IBDs reveals some surprising shifts, with more to come.
June 1 -
The independent broker-dealer industry could lose a third of its brokers and many of its smallest firms, experts predict. What does that mean for survivors?
June 1
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It’s important for advisers just starting a practice to understand that times may be hard, lonely and often without reward.
June 1
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See which TPM tops the list for both highest production-per-adviser and highest fee income.
June 1
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The firm's relatively modest-sized army of advisers is more productive than any of its competitors. In 2015, the average Raymond James adviser produced $387,733, beating Cetera, its closest rival, by more than $56,000.
June 1
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If an advisor hasn't adopted new technology, the CEO asks, are they putting their own interests ahead of their clients?
June 1
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The wealthier the family, the trickier it can be to interpret their finances. A modern investment management platform can alleviate the need for manual number-crunching.
June 1
Biltmore Family Office
