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Rating analysts responded favorably to New York's mid-year budget cuts that trimmed $427 million from the current 2009 fiscal year.
Fidelity Investments and Charles Schwab & Co. suggest state and federal securities regulators focus their auction-rate securities investigations on the major banks and broker-dealers that underwrote ARS.
While there has been growing talk of the aging of America, two National Bureau of Economic Research economists have now coined a term for it: "age inflation."
Many alternative asset managers posted their worst figures in years last month after worldwide sentiment suddenly changed on energy prices, financial stock and the U.S. dollar.
More and more of us are left wishing we had extra hours in the day to run errands, to email, to spend time with our families and to relax! In this new AdvisorMax coaching session, time management expert Cara Brook will highlight common time wasters and distractions that keep us from staying focused.
As affluent Boomers age, trust services are essential in helping to manage client assets and ensure the transfer of wealth. Are you ready to present yourself as an experienced trust advisor?
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A debate on Vanguard's policy change requiring customers to use identical beneficiaries for all IRAs of the same type. A customer affected by this change lodges a complaint, a Vanguard spokesperson addresses this issue, and the FP readers weigh in. Join the conversation!
An overview of the 2008 NexGen Conference at St. John's University, in St. Cloud, Minnesota.
Promotion announcements and firm changes for advisors.
Our free podcasts for advisors provide information and advice from industry experts on a wide variety of topics. Listen now, or download now and listen at your convenience.
SPECIAL REPORT: Reacting to current marketing conditions—What actions should an advisor take to reassure clients?
News and information about annuities
McCain, Obama and the economy
News and information about exchange traded funds
News and information about growth funds
News and information about international funds
News, strategies and advice for advisors on practice management issues
News and information related to real estate and real estate investment trusts
News and information for registered independent advisors
News and information about socially responsible investment portfolio options
Trust management news and information for advisors
A look at the lighter side of financial news
Many financial advisors shun the idea of using print advertising to promote their business. But others say print advertising can work. AdvisorMax spoke those advisors touting the benefits of a print campaign, and gathered their 9 best tips for ensuring results.
The initial meeting with a prospect can make or break the financial advisory relationship. With so much hanging on that first meeting, don't make these common advisor mistakes.
Good communication with clients is a priority for financial advisors. But with long-distance clients, it becomes more of a challenge. AdvisorMax asked top financial advisors for their advice on how to achieve great relationships with remote clients.
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