Updated Friday, February 27, 2015 as of 7:30 PM ET

Practice

In a rare independent-to-employee move, four independent advisors joined the employee channel of Raymond James.  More »
Meet the investor of tomorrow. Based on a roundup of recent polls, here are some of the most important themes for advisors to consider.  read more »
The additional revenue from President Obama's expected proposed tax increase would be used to fund programs to assist the middle-class; Plus, how to help a client who missed employer's matching 401(k) funds.  read more »
Each advisor needs a compelling tale to attract new business. Here's how to craft a strong message focused on the ways you best help your clients.  read more »
New York's attorney general wants a state law allowing him to pay and protect whistle-blowers who provide his office with information about securities fraud, similar to the SEC's program rolled out four years ago.  read more »
For Victoria Collins and Jennifer Cagle, a succession plan was complicated by a pending public offering. One kept a valuable equity stake, the other got the client base.  read more »
Cybercrime: A Rising Threat
The January Issue is now online!


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Industry Events

March 4, 2015 |

April 22, 2015 | Plantsville, Conn.

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