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Lincoln Financial Group has launched a new, $20 million advertising campaign created by Gyro of New York.
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Fraud is on the rise in the United States and globally, according to PricewaterhouseCooperss 2011 Global Economic Crime Survey, with cyber crime making the most significant increase in the two years since the firms last survey.
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November saw a solid month of new municipal bond issuance for 2011, but it paled in comparison with the same period in 2010, when Build America Bond issuance was particularly strong.
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BATS Global Markets said it closed its acquisition of Chi-X Europe and now operates it as part of BATS Chi-X Europe.
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The battle for the high-net-worth and ultra high-net-worth client is heating up. In recent weeks, wealth managers of all stripes have announced plans to strengthen their services for their most affluent clients.
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"Customers will go along with price increases if they think they are getting a fair value for the service," says Jens Baumgarten of Simon-Kucher & Partners.
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Indexes have come a long way and can be effective tools for advisors, but you have to know how to use them
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Sell your client on you and your incredible advice instead of your firmloyalty should lie with you
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Your clients can have homeowners' insurance that monitors for leaks or fires - and even file claims on their behalf.
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At his boutique firm, Marc Henn helps business owners and corporate executives manage risk.
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Financial planners tell us which software, hardware and advisory platforms are emerging as favorites - and why.
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Wells Fargo Advisors hired advisor Zoran Vaz in Melville, N.Y. from David Lerner Associates. Vaz joined the firm on Nov. 4, and had $844,000 in annual fees and commissions and $111 million in client assets under management.
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The Dodd-Frank Act contains many examples of this desire to impose old standards on a new reality.
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Our legal expert explains the ramifications of serving elderly clients.
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Three investment chiefs talk stocks, sectors and the economy.
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Equity-income funds provide a buffer against extreme market volatility.
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The managing director, national sales director & chief operating officer of private wealth management at Robert W. Baird & Co. discusses his 22 years in the securities business.
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Intra-family loans are gaining traction to finance start-ups and help out in many other ways.
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In On Wall Street's fifth annual ranking, the young hotshots of The Street talk clients and strategy. Here's how this year's top 40 advisors under 40 conquered a tough market.
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