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  • Purchased Electives
  • 12th Annual Evolution/Revolution Study Shows Small Firms Continue To Dominate The Industry

  • 2012 Household Financial Planning Survey Highlights Differing Interests Of CFP Board Versus CFPs, Documents America’s Financial Pain, And Shows No Increase In Financial Planning By Americans Since 1997 — But Planning Works

  • A 'Top Ten List' For Succession Helps Advisors Gain Clients By Example

  • Accused By State Securities Regulators Of Falesly Advertising He Acted As A Fiduciary, Illinois Advisor Says He’s Done Nothing Wrong

  • Advisor One Offers Preview Into February Issue Of Research Magazine On Topics Including The Value Advisors Bring To Clients; A4A Will Review Them Over The Course Of The Week

  • Advisors Are Not The Only Success Ingredients For Their Businesses

  • Advisors Got More Efficient Last Year, But Where Are The Assets Going?

  • Advisors Were Among The Heroes Of 9/11. What Has This Industry Come To Mean To You Since That Day?

  • Advisors Who Have Executed Successful Transitions Offer Advice For Those Just Beginning To Plan

  • Advisors' Main Concerns Have To Do With Growing Their Businesses In A New And More Challenging Marketplace

  • All The Topics You Need To Grow And Transform Your Business Are Right Here

  • Another Bad Turn In The Tragic Saga Of Matt Hutcheson, Onetime Spokesman For Fiduciaries

  • Approaching Your Client Base With A Blanket Business Decision May Not Always Be Your Best Option

  • Are Financial Advisors Who “Expose” Activities Of Bad Advisors Really Just Self-Interested Jerks?

  • As Congress And The White House Get Closer To Compromise, There's Opportunity To Grow Your Business Through Education And Diversity

  • Bachus Backtracks After Democrats Introduce Bill Saying SEC Should Regulate RIAs; A Surprising Turn Of Events But Debate Will Likely Drag Into 2013

  • Being A Fiduciary Is Paying Better

  • BrightScope And Spaulding Group Propose Universal Performance Standard For Financial Advisors

  • Bureau Of Labor Statistics Projects Eight Areas In The Financial Industry To Thrive Between Now And 2020

  • CFA Institute, In A Step Toward Becoming The Key Professional-Licensing Body In Financial Advice Industry, Proposes Requiring Public Disclosure Of GIPS Compliance

  • CFP Board Responds To Questions About NAPFA's Decision To Require CFP For Membership, But Continues To Ignore Questions About Its Consumer Disclosures For CFPs Affiliated With A BD And Acting As Fiduciary

  • CFP®s Are More Profitable, Have Happier Clients, And Are More Productive, A Recent Study Shows

  • Client Satisfaction With Advisors At Big Firms May Not Be As High As It Seems

  • Consolidation In The RIA Business Could Increase Competition For Smaller Firms

  • Consumer Financial Protection Board Weighs In On Senior Advisor Designations; Says SEC, States, And Other Lawmakers Must Act

  • Could The Shift In Broker Compensation Levels Indicate A Tipping Point Toward Independence?

  • Data Base Allows You To Compare Various Broker-Dealers Either By Pre-Set Criteria Or By Criteria You Input

  • Digging Deeper Into The Recent IPI Report Reveals Hidden Industry Issues Affecting Clients Of All Asset Levels

  • Don't Let The Four Year Bull Market Make You Too Comfortable; Despite Recent Pay Hikes, Advisors Have Work To Do

  • Don't Worry About Fee Transparency -- Unless You Can't Tell The World What You Charge And Why You Charge That Amount

  • Earnings Of A Variety Of Industry Firms Varied Substantially During The First Quarter

  • Exposing Interns And New Hires First Off To The Meat Of The Business Grooms Them Well To Become Associate Advisors

  • Fewer Advisors Actually Make The Move To Independence Than Previously Thought

  • Financial Advisors Grow AUM At Record Pace In 2012

  • FINRA Is Pushing For Disclosure Of Signing Bonus Deals To Clients...And Why Shouldn't They?

  • Five Myths About Generation Y

  • Follow Other Advisors' Twitter Feeds To Develop Your Own Style

  • For Over Two Decades, Compensation For Female Brokers Has Lagged That Of Male Counterparts

  • Former FPA President Emphasizes The Need For A Different Type Of Converstaion With Female Investors

  • Four Major Objectives Factor In The Reasons Clients May Hire You

  • From Roshomon to Rosebud: I'll Tell You My Story About Building A $500 Million AUM RIA; Please Tell Us Your Story

  • Gaps In Advisor-Client Perceptions Point To New Model Of The Future

  • Go For The Flow

  • Guest Post: CFP Board Responds To Wall Street Journal Blogger Who Accused It Of Not Enforcing Fiduciary Standard; Says Incident In Which A CFP Allegedly Charged Client 5.29% Annually Occurred Before Fiduciary Standard Was Imposed

  • Higher-Net-Worth Households Are Key Ingredient In Advisor Business Growth

  • Hiring Quality People Takes More Than Skill; It Takes Preparation

  • How Do You Become An Elite Advisor? By Balancing The Flexibility Of The RIA Model With Operational Efficiency

  • How Do You Build Meaningful Relationships With Other Professionals To The Benefit Of Your Clients? John Bowen Has Answers About Building Referrals And Relationships

  • How Important Is Your Website? Turns Out, It's Critical To The Growth Of Your Business

  • How You Break Away Will Have A Critical Bearing On Your Future Success

  • Human Resources Concerns Rival Advisors' Concerns About The Economy, Markets, And Regulation

  • If You Don't Know The Tipping Point For Client Service Within Your Own Practice, It Can Sabotage Your Ability To Reach Your Goals

  • Improving Practice Management And Business Value Should Be Based On Advisor Needs

  • Increased Fees And Greater Efficiencies Drive Growth In The Advisory Industry

  • Innovative Partnership Drives New Style Of Wealth Management Firm

  • Intentionally Diversifying Your Client Base Will Enrich Growth Prospects For Your Business

  • Investment Management Consultants Association (IMCA) Moves Consultant Into Director Of Education Role

  • Is Preparing Tax Returns Worth It?

  • Is There Such A Thing As Work/Life Balance?

  • Is Your Billing Structure Creating Potential Conflicts?

  • It May Take More Than Personality Tools To Put Together An Effective Team

  • It Takes More Than An Occasional Tweet To Translate Social Media Involvement To Your Bottom Line

  • It's Not A Merger; It's Not A Buy-Out; It's A Partnership For Growth

  • JP Morgan Chase Mutual Fund Sales Scandal Shows SEC Is A Joke At Investor Protection: RIAs Should Rise Up Against The SEC And Be Advocates For Investors

  • Knowing When To Fire Clients Can Help You Build Client Loyalty At A Higher Level

  • Let's Turn Billing Upside Down!

  • Like Doctors, Advisors Don't Take Their Own Medicine When It Comes To Succession Planning Advice

  • Like Their Investor Clients, Advisors Looking To Do Transactions Are Rushing To Close By The End Of The Year When Tax Breaks Expire

  • Making Your Team A Top Level Organization Is The Foundation For Optimal Client Service

  • Morningstar Will Help You Compare Your Fees Against What Others Are Charging

  • Most Advisors Expect Growth But Few Have Developed Strategic Plans, Marketing Budgets, Or Intentional Implementation

  • New Fidelity Study Shows Advisory Teams Make Significantly More And Manage Almost Twice As Many Assets As Solo Practitioners

  • Niches Clear Away Confusion For Advisory Clients

  • Nine Things To Abandon On The Road To Success

  • One Advisor's Experience With A Dual Fee Structure Is Simply That: One Advisor's Experience

  • Outsource, Yet Remain In Control

  • Pathstone Family Office LLC Successfully Combines Scale With Customization To Land Number 8 Spot On 100 Top Wealth Managers List

  • Pershing's Tibergien Cites Pros And Cons Of M&A In Interview With IN's Kelli Cruz

  • Pershing's Tibergien Sees Restructuring Of RIA Industry Similar To Accounting Industry

  • Personality Tests May Offer Clues About Team Member Fit But The Analysis Should Not Stop There

  • Pew Survey Finds Most Think The Rich Are Smarter And Work Harder But Neither Of Those Attributes Makes Them More Likeable

  • Plan Sponsor Fee Disclosure Deadline May Provide An Excellent Opportunity To Show Your Fiduciary Status

  • Practical Suggestions For Seguing Your Business Include Early Compensation And Partnership Stake Valuation

  • Private Sector Job Growth Spells Opportunity For You

  • Public Company Business Model Jades Firms' Ability To Serve Clients. Or Does It?

  • RIA Consolidator Beacon Pointe Announces Deal With $100 Million AUM RIA And Is Looking For 40 More RIAs

  • Richard Branson Has Words Of Wisdom If You're Thinking About Going Independent And Starting Your Own Business

  • Ripple Effect From Madoff-Stanford Era May Touch Advisors As Well As Clients

  • Satirical Video Pokes Fun At Brokers; Alex Murguia's Latest Contribution To The Financial Advice Profession

  • Series Of Four Reports Ques Advisors On How To Adapt Businesses And Interact With The Futurewealthy; Second In Series Reveals Communication Age

  • Seven Free Consumer Financial Apps That Represent A Hidden Competitive Threat To Advisors Serving The Mass Affluent

  • Shift In Male-Female Work Roles May Also Affect Male-Female Investor Demographics

  • Small Advisory Teams Are Like Money Flows; They're Migrating To Where They Will Be Treated The Best

  • Small Firms Will Still Be Viable Even As Larger Independents Continue To Consolidate

  • Small Independent Broker-Dealers Are Facing Growth Challenges

  • SRO Fight Heats Up And May Be Turning As The Threat Of Job Losses Catches Congress's Ears

  • Success With Social Media Means Creating Value For Your Business

  • Survey: By Wide Majority, Most Advisors Say They Need Help From Professional Groups With Earning Fees On Financial Planning

  • Survey: Do You Make Money By Writing Financial Plans?

  • Taking Real Time Out Can Boost Productivity And Satisfaction

  • The Big Referral Myth: How The Internet Has Changed The Way Advisors Get Business

  • The Number Of Asset Management Firms Buying Independent RIAs Is Rebounding

  • Third Research Magazine Preview Focuses On Implementing Listening And Communication Skills

  • To Get Referrals Coming, Add An Authentic Social Component To Your Client Relationships

  • Two Industry Studies: What Can Be Learned and How This Information Can Transform Your Business

  • Uncertain Financial Futures Cause More Couples To Live Together

  • Understanding Perspectives Of Global Millionaires Is A Multi-Faceted Key To The Growth Of Your Business

  • US Trust Study Shows Critical Impact Of Generational Differences On Investment Management

  • Wasting Your Money

  • Weigh Business Model Options Carefully Before Going Out On Your Own

  • Wells Fargo Sees Significant Growth In Its Independent Channel And Shifts Leadership To Further Fuel It

  • What's So Great About Being An Advisor?

  • When Do You Offer An Equity Stake In Your Business And How Do You Do It?

  • When Prospective Clients Walk Into Your Office, They're There To Find Out Two Things: Do You Care About Their Individual Situation More Than You Care About Your Firm, Your Credentials, And Your Products, And...Can They Trust You

  • WSJ's Nish Profiles Success Of Three Advisors With Regular Media Spots

  • Younger Investors Need You To Advise Them

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