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The glitch's impact is widespread. Prudential, for instance, says 40 of its more than 60 funds were affected.
August 28 -
Historically private on recruiting specifics, LPL hopes to attract new advisors by publishing names of advisors who've just joined.
August 28 -
Originally a small group of female financial professionals, the firm's annual event for women advisors expects more than 260 participants.
August 28 -
Investment costs, including inflation, can put a heavier dent on retirement income than many clients realize; Plus, can downsizing save a client's retirement?
August 28 -
In a rapid market downturn, advisors have to suss out the motivation for wanting to sell, while remembering that, ultimately, a client's decision prevails.
August 27 -
How advisors can minimize the impact of the recent market slide for their clients. Plus, learn how Social Security spousal benefits can increase your client's taxes.
August 27 -
"BlackRock is potentially a very powerful partner for advisors," says Sean McDermott, Corporate Insight analyst.
August 27 -
The new recruits had an annual production of $2 million.
August 27 -
RIAs can be an easy entry point for organizations looking to move dirty money and avoid other financial entities that have formal AML procedures in place, says FinCEN.
August 27 -
Which firms on the S&P 500 have the most cash on hand?
August 26 -
Equity allocations are generally higher than years past even for retirees, but some clients are still overexposed to stocks; Plus, the idea of privatizing Social Security is being suggested again by some.
August 26 -
The giant asset management company said it was acquiring robo advisor FutureAdvisor.
August 26 -
Robo advisors say they managed the downturn with little pressure from clients. Some in the industry wonder if that was a good thing.
August 26 -
Advisors' best planning skills will go to waste if they can't win over clients.
August 25 -
Risk assessment and rebalancing are especially important when the market goes on wild swings; Plus, how clients can benefit from the market correction.
August 25 -
Salesforce launched a new platform to help advisors work more efficiently as the cloud computing giant pushes forward with ambitious plans to alter the RIA tech space.
August 25 -
Volatile times can be scary, but clients may be more prepared than they think they are -- helping them realize that will make riding out the tough times a lot easier, columnist Jonathan Clements says.
August 25
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Focus Financial Partners' Chris Dupuy, a former Merrill Lynch executive, talks recruiting, breakaways and why he tells some advisors that independence isn't for them.
August 25 -
Advisors can still get through to clients "gripped with anxiety which affects their ability to think clearly," consultant Eric Weiner says.
August 25
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"This isn't the first time something like this has happened. Doesn't mean we like it. It wasn't a great start to my week, I can tell you that," says Scott Tiras, an independent advisor affiliated with Ameriprise.
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