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BlogsThe Smart Advisor

Finding The Next Emerging Economies

Frances A. McMorris
May 11, 2012

It looks as if the BRICs have seen their best days, but what's next?

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Change Versus Growth for Advisors and Their Firms

Frances McMorris
September 22, 2011

Growth -- the kind measured in revenue and profits -- is the ultimate goal for the entire brokerage industry. As On Wall Street editor-in-chief Frances McMorris points out, figuring out how to achieve these goals while dealing with constant change is what firms like Raymond James and its competitors are now learning to do on the fly.

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Finding Strength in the U.S. Economy

Frances A. McMorris
September 8, 2011

While there may be investing opportunities in the markets, the weak housing market and unemployment hovering just above 9% are the issues that concern the nation and that are depressing the president’s poll numbers. And, voters -- including those without jobs and those who want to look for better ones --are getting mighty impatient.

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Finding Strength in the U.S. Economy

Frances McMorris
September 8, 2011

While there may be investing opportunities in the markets, the weak housing market and unemployment hovering just above 9% are the issues that concern the nation and that are depressing the president’s poll numbers. And, voters -- including those without jobs and those who want to look for better ones --are getting mighty impatient.

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The Jobs Picture Improves Ever So Slightly

Frances A. McMorris
May 6, 2011

I hate mixed messages but it seems there is finally some good news on the employment front. According to the Department of Labor this morning, non-farm payroll employment added 244,000 jobs in April, with the private sector seeing job growth of 268,000. While that figure exceeded expectations, the unemployment rate rose to 9%. Some experts explained that increase to the people who weren’t looking for jobs now resuming their job-hunt. …

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The Day We Got Bin Laden

Frances A. McMorris, Frances McMorris
May 2, 2011

For the financial services industry, for Wall Street, the impact has special meaning.

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Tough Love For The Mutual Fund Industry

Frances McMorris
April 15, 2011

Vanguard's Jack Bogle argues for more competition.

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Managers Making It Work

Frances A. McMorris
April 8, 2011

Motivating staff and building relationships lead to success

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The Rich But Unsophisticated Athlete/Client

Frances McMorris
April 1, 2011

It’s not all Super Bowl rings when you advise star athletes on financial matters.

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Too Soon To Celebrate Unemployment Dip

Frances McMorris
March 4, 2011

Private sector job growth continues its upward trajectory

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Positioning LPL

Frances A. McMorris
February 25, 2011

Bill Dwyer, the independent giant’s president of sales and national marketing, talks about his firm’s progress.

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The Bad Client

Frances McMorris
February 18, 2011

Whose needs come first?

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The Ethical Advisor

Frances McMorris
February 11, 2011

What’s a wirehouse advisor to do in this uncomfortable situation? And there’s more on the fiduciary standard.

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Being Clutch in the Clutch

Frances McMorris
February 4, 2011

Why do some people excel under pressure and others don’t?

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How Does a Uniform Fiduciary Standard Help the Confused Investor?

Frances McMorris
January 27, 2011

The SEC study is only the first step in the path to a uniform fiduciary standard.

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