Cover Story
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Big Name Boutiques Flex Their Muscles
The wealth management divisions of elite banks are looking mighty attractive.
Features
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Variable Products, Variable Results
Do variable annuity subaccounts perform as well as mutual funds?
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The Most Dangerous Woman in America
Teresa Ghilarducci is trying to kill the 401(k) industry—and she may be the only person who can.
Peak Performance
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All Disquieting on the Eastern Front
Any recovery could lag the United States by more than a year.
Street Scene
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FINRA's Push for Greater Broker Oversight
The self-regulatory group wants to keep broker records online and accessible forever.
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Are Small Caps a Safe Bet?
They just had their second best month in at least 30 years—this may be time to capitalize on market trends.
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BofA Gets New Chairman, New Capital
The former 'thundering herd' faces more bad press, but this time there may be a silver lining for advisors.
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Page Eberstadt Snow
Five questions with the chief philanthropic office and SVP of Foundation Source.
Your Practice
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What Should You Do Next for You and Your Clients?
Whether it's products, pricing, promotion and personnel: It's time to review every aspect of your business
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Anyone Around Here Know a Good Lawyer?
Our legal expert answers your questions.
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Don't Burn Bridges, They Lead to the Future
Don't get carried away with the industry's time-honored tradition of bashing—you never know what the future holds.
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Understanding and Guiding Client Behavior
Financial professionals face the complex challenge of effectively responding to the financial and emotional needs of their clients, while managing their own emotional reactions to the current turbulent markets.
The Wealthy Retiree
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The "Other Part" of Retirement Planning
Everyone talks about numbers, even 'the number,' but your job is about so much more when done correctly.
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Incentive Trusts Don't Provide The Best Motivation
The idea behind these trusts is laudable, but real world concerns make them too unwieldy
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