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Morgan Stanley has picked up another mega-producing team from Citigroup's Smith Barney.
The acquisition of CitiStreet by ING Group closed this week as regulators announced their approval.
A survey conducted by FindLaw.com found that the majority of Americans don't have a will.
Oppenheimer's Whitney predicts writedowns of $5.8 billion for the second quarter and a loss of $4.21 per share.
SPECIAL REPORT: Reacting to last week's market downturn—What actions should an advisor take to reassure clients? 7/2/08 UPDATE: DOW drops 100 points.
A key measurement of the concerns of affluent investors fell to its second-lowest level in June, according to the Spectrem Group.
Ben Bernanke and Henry Paulson are expected to testify at the House Financial Services Committee hearing July 10.
AdvisorMax coach Katherine Vessenes presents a 60-minute web seminar that will teach you what NOT to do in your initial meeting with a prospect.
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SPECIAL REPORT: Reacting to last week's market downturn—What actions should an advisor take to reassure clients? 7/2/08 UPDATE: DOW drops 100 points.
Wachovia's chief executive was ousted while Lehman's got a strong analyst vote of confidence.
Promotion announcements and firm changes for advisors.
Reviews and discusssions of today's best business books. Featuring two books a month, the OWS Book Club gives you access to the authors through online chats and podcasts.
Now that their golden handcuffs aren't so arresting, more advisors will be looking to go independent. But they need to consider all the new responsibilities of being a business owner.
Often the advisor's toughest task is to act as behavioral coach and save clients from their natural emotions of fear and greed.
Our free podcasts for advisors provide information and advice from industry experts on a wide variety of topics. Listen now, or download now and listen at your convenience.
News and information on annuities
McCain, Obama and the economy
News and information about exchange traded funds
News and information for advisors considering establishing their own practice
News and information about growth funds
News and information about international funds
News and information about life insurance settlements
Exploring all practice management issues for advisors
A look at the lighter side of financial news
News and information about wealth management
Good communication with clients is a priority for financial advisors. But with long-distance clients, it becomes more of a challenge. AdvisorMax asked top financial advisors for their advice on how to achieve great relationships with remote clients.
The initial meeting with a prospect can make or break the financial advisory relationship. With so much hanging on that first meeting, don't make these common advisor mistakes.
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