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After more than two decades on the institutional side, financial advisor Catherine Miller talks about transitioning to wealth management
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The Continent may offer clients the best hope of finding the next bond rally.
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The industry believes that adding lending and other services to an advisor's offerings will improve client service and boost the bottom line.
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The wirehouses are increasingly relying on lending to strengthen client relationships, create stickiness for the firm and boost revenue.
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After a 6-year bull run, many client portfolios have grown nicely. But cashing out -- or even rebalancing -- may have a downside. See how these advisors are working to minimize the pain.
June 1
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A 60/40 mix won't offer full diversification. Seeing the historical performance of various asset allocation models can help advisors make better choices for clients.
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Two veteran industry recruiters discuss the appeal of going independent.
June 1
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A promising app from Finance Logix could help engage clients in the planning process. But there's one key aspect that may prove controversial.
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A new set of players have shaken up the independent broker-dealer landscape, showing that there's more than one way to throw your weight around. See this year's top players.
June 1
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While the biggest independent B-Ds have been fairly quiet, the deal-making has shifted to other players. See who's in focus now.
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