Cover Story
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Investment Update: Change And Chaos Drive Demand
Five experts offer smart strategies to use in these uncertain times.
Features
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Taking On The Troubled Athlete
Ira Spiegel tackled Michael Vick's finances in the midst of the player's legal troubles and after two other advisors allegedly took advantage of the embattled football star.
Peak Performance
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Tax Tips For This Year And Next
Investors have important decisions to make about their short-term and long-term plans. Are you prepared to offer the advice they need?
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No Easy Answer to Euro
The inflexibility implicit in Europe
Street Scene
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The Road To Recovery
Experts consider the tried-and-true cyclical sectors in a market resurgence.
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U.S. Trust Defends Garden Policy, Codifies Processes
Outsiders say the policy is short-sighted and will make recruiting more difficult.
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FINRA Prosecutes More But Collects Less
Experts predict that social media may be the next area of scrutiny for the self-regulatory organization.
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Five Questions With Joseph Quinlan
The Managing Director and Chief Market Strategist for U.S. Trust discusses the Middle East and its impact on financial advisors.
Street Talk
Your Practice
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High-Net-Worth Marketing In Three Easy Steps
Are you using one of these tried-and-true referral methods to reach new prospects?
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The Whole Truth
Our legal expert answers your questions about providing disclosure of potential conflicts of interest.
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Looking For Mr. Good Manager
The good branch managers stand out in a crowd, but the bad ones can make your life miserable - so how do you recognize the one worth following?
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Reaching Your Ultimate Emotional Goal
Two scenarios plus a multi-step plan that enhances your ability to succeed in the competitive financial world.
The Wealthy Retiree
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Retire Later, Collect More
Have you helped your clients decide exactly when they will retire? It can make a significant difference-down to the month-in determining how much they will get in Social Security benefits.
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Gold Bullion Versus Coins
If your clients want to know the best way to buy gold, the answer may depend on whether they are acting as collectors or investors.
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