Updated Friday, July 3, 2015 as of 3:52 AM ET

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Concerns about China and turmoil in Greece, along with growing speculation about the Federal Reserve were leading factors in the decline in investor confidence, according to a Spectrem Group report.  More »
A potent mix of factors have created fertile conditions for elder financial abuse. Here's how advisors can better protect older clients from fraudsters.  read more »
Concerns about China and turmoil in Greece, along with growing speculation about the Federal Reserve were leading factors in the decline in investor confidence, according to a Spectrem Group report.  read more »
Here are 10 simple steps to make 2015 a great year for you, your clients and your business.  read more »
Which banks are advisors moving to? Ten recently switched to BNY Mellon, Bremer Bank, Regions Bank, U.S. Bank and Bank of America's U.S. Trust.  read more »
A new Fifth Third social media campaign offers recent college graduates free one-on-one career counseling. The initiative is part of a trend of banks allocating marketing dollars to unusual perks and charitable giving to differentiate their brands.  read more »
Do Solo Advisors Have a Future?
The July Issue is now online!


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November 3, 2015 | The Broadmoor Hotel in Colorado Springs, Colorado

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