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Steve Wershing, "The Referral Doctor," says the client advisory board is every firm's most important tool for gathering detailed client feedback. But to take advantage of this wealth of information, your board's preparation is critical.

Chairman Mary Schapiro said she is asking SEC staff to propose a rule that will require exchanges and market centers to ensure the capacity and integrity of the systems they operate.

As legal eagles-including regulators, cops and attorneys-continue to swoop down for the kill in the wake of the LIBOR debacle, asset managers still struggle to gauge the scandal's impact on their investments.

The municipal bond market appeared to take a vacation day on Monday as trading activity was very slow. Traders are waiting for primary issuance to hit later in the week to provide direction.

Legg Mason's 2012 Intergenerational Survey of College Finances points out a lack of advanced planning among affluent Americans for their children's college education.

Monarch Bank in Chesapeake, Va., will launch a new wealth management unit as it looks to expand in Virginia.

On August 7, 2012, The Segal Company today said that its founder and Chairman Emeritus, Martin Segal, has passed way. He was 96 years old.

On August 7, 2012, As legal eagles-including regulators, cops and attorneys-continue to swoop down for the kill in the wake of the LIBOR debacle, asset managers still struggle to gauge the scandal's impact on their investments.

Creative Management Group will apply its ProjectDouble program in effort to help advisors double their AUM.

As equity markets sputter along at an uneven pace, many investors are looking at alternatives to help manage volatility and potentially generate more predictable income. One alternative investment has been commercial real estate, which during the late '90s and early '00s was an attractive asset class.