Updated Friday, August 22, 2014 as of 3:41 PM ET
Branding Dispute Highlights Risk for Expansion-Minded Banks
HomeTrust Bank faced a legal challenge from HomeTown Bank after it entered southwestern Virginia. The now-resolved dispute serves as a reminder that banks must be aware of branding challenges when they enter new markets.
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'It's like rolling through a stop sign and you get the death penalty,' says the lawyer for Florida advisor Max Zavanelli. more »
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By snapping up a series of independent B-Ds in quick succession. the RCS Capital executive chairman has instantly made himself an industry player. He talks to Financial Planning about his plans. more »
Advisors who host an event to lure the well-heeled often end up being disappointed. Here are six steps to do it right. more »
Hoping to catch the baby boomer retirement wave, Merrill Lynch unveils a new approach to financial planning. more »
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2014 Summer Reading List for Advisors
The July Issue is now online!


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