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2013 was a great year for advisors. But with new compensation rules and industry consolidations changing the landscape, our panel of top recruiters is urging advisors to cut their best deal now
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As lifespans lengthen and the housing market rebounds, some advisors are reconsidering real estate as a long-term investment for their older clients.
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The mutual fund and ETF industries are creating new products that could offer the benefits of hedge funds without the high fees and minimums.
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Unaddressed problems can lead to group dysfunction, but having a difficult conversation can nip the problem in the bud and keep the office a productive workplace.
February 1 -
Emily Pitts, general partner at Edward Jones, relates how she found her calling in educating clients about financial planning.
February 1 -
Most clients, even educated, wealthy ones, frequently have no idea how their advisor is paid.
February 1 -
Readers asked if a branch manager is allowed to telecommute. Alan J. Foxman has the answer.
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With FINRA likely to impose some kind of compensation disclosure rule this year, advisors need to think about how best to explain how they get paid to their clients.
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With hedge fund advertising on the way, the impact on the industry and advisors remains unknown.
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Despite a jump in risk tolerance, planners report only minor changes to client funds.
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