Updated Thursday, December 18, 2014 as of 10:24 AM ET

Practice

Image: From left to right, Craig Houck, Alyssa Donaldson and Richard Schooley.
Raymond James' independent broker dealer lured away two advisors producing $1.85 million from Morgan Stanley.  More »
Seniors should discuss their plans with their partners and designate a family member to manage their bills if necessary; Plus, clients should put their bonus in a retirement account.  read more »
Image: Thinkstock
"You are the captain of your social media and marketing campaign," advisor Lynn Ballou told attendees at the Women Advisors Forum. Here are nine quick tips on how to make the most of your efforts.  read more »
Wall Street veteran Sallie Krawcheck is putting her name behind a new index fund that before its re-launch suffered dismal long-term performance. Will advisors be interested?  read more »
As the rate of change accelerates, advisors face big shifts in automated tools, portfolio management and rebalancing. Our annual report shows where the action is.  read more »
Advisor Group CEO Erica McGinnis
Emphasis at the Women Advisors Forum in San Francisco is on smart strategies advisors can use to build their practices and support women in the industry.  read more »
Connecting With Clients' Children
The December Issue is now online!


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