From WealthManagement.com
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Summary: For years, I contributed the maximum to my 401(k). During that time, I left one employer and then a company where I was working was sold. So, I rolled the money over to Fidelity, making the allocation decisions myself. I had another account that I managed myself very conservatively, mostly in cash. Then about 10 years ago, I realized that, other than my apartment, that account was my biggest asset, and it was time to get professional advice. I was around 50.
From InvestmentNews
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Summary: The world is changing fast and you can't plan for everything. But you can implement sound strategies today to position your business for future success.
From InvestmentNews
Added on December 2017 in Form an RIA
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Summary: The bylaws of the Financial Industry Regulatory Authority Inc. state that it must always have more public representatives than industry representatives on its board of governors. That makes sense for a regulatory body that is supposed to be dedicated to investor protection and market integrity. But a new report raises, yet again, the question of whether Finra is serious about its pledge to protect investors, or is simply paying lip service to that mission.
From IRIS
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Summary: It was not long ago when a public relations program designed at getting your name in front of potential clients was pretty simple: get your name in the local media on a regular basis, do some local charitable work and hang out at your local country club.
From IRIS
Added on November 2017 in Form an RIA
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Summary: This news comes with little surprise and we fully expect that Merrill Lynch will soon follow suit. Certainly announcements like this cause an abundance of emotions from fear and anxiety to anger and everywhere in between for advisors who were protected by the seminal document.
