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When it comes to technology, advisors need to focus less on increasing efficiency and more on engaging clients.
May 6 - Money Management Executive
SEC Finds Illegal or Bogus Fees in Majority of Buyout Firms
May 6 -
Former wirehouse complex manager Tony Sirianni launches Sirianni Strategy Group, a consulting and marketing firm, to help independent firms attract wirehouse advisors.
May 6 -
A clear, sustainable withdrawal policy plays a critical role in clients' retirement success. Advisors offer a few ways to get them to stick to the plan.
May 6 -
Investors not only want advisors to earn extra credentials, but they want advisors to work to maintain those credentials, a new study by IMCA finds.
May 6 -
The IRS said it would regard 2014 and 2015 as a transition period for purposes of IRS enforcement and administration of FATCA for banks that have made a good-faith effort to comply.
May 6 -
Prospect theory suggests that investors feel more pain from an investment's decline than pleasure from its rise, and advisors can incorporate this into their interactions with clients.
May 6
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Advisors demanded that the group help 'draw a line' between financial planners and salespeople, and help them solve other challenges.
May 6 - Money Management Executive
Crop ETFs See 27% Surge in Assets on Weather Risks: Commodities
May 6 - Money Management Executive
Russia ETF Hedging Costs Soar to Record Versus Emerging Markets
May 6
