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How to sell a high-priced tier of service to clients and describe how that service is different and more valuable, like front-row seats at an event.

How to make a seamless move to a new firm with less effort

One of the keys to engaging clients is addressing topics that are relevant and emotional in order to bridge to longer-term planning concerns, such as the presidential election.

Investors seek higher yield in a crowded dividend market, analysts discuss whether this is a good investment or if the market is a bubble that will burst.

An aging population and government inaction challenge Japan's faltering economy.

Hilliard Lyons' Jaleigh White discusses her 18 years in the securities business and the events that led her to a career in securities.

A run-down of the stories in this issue, including how shifting demographics can open new markets; the special needs of gay and lesbian couples; a look at dividend stocks; and Merrill Lynch's deferred compensation settlement.

Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals.

Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change.

Learn about boosting skills and improving strategies.

Boost for index reflects improved outlook despite election jitters

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Software that enables advisors to fill out and process forms may not be glamorous, but it is essential.

Securities America works to keep and attract advisors by fashioning itself as a leader in retirement income distribution.

A planning firm emphasizes educating clients, especially women, and staying current with them.

Many advisors discover their life's work after trying other careers.

Planning firms find that investment committees can help build consensus and explain strategies to clients.

If Treasury Inflation-Protected Securities are added to an equity-based portfolio, what is their impact on returns and volatility?

The financial markets are quite susceptible to being devastated by new crises. Here's how to protect your clients.

Writing call options is a time-consuming tactic, but may deliver respectable returns in a sideways stock market.