January 06, 2009
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A proposal announced by the Certified Financial Planner Board of Standards would revise the organization's ...
January 06, 2009
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Financial advisors often talk of “staying the course,” remaining faithful to modern portfolio theory, asset allocati...
January 06, 2009
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Conventional wisdom suggested that 2008 would be the year that a huge chunk of the brokerage business ...
January 06, 2009
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Fran Kinniry, who runs the investment strategy group at the Vanguard Group, is worried ...
More FA News
Coming in
2009!
• Vanguard Group’s Fran Kinniry addresses why what some call the lost decade for equities shouldn’t cause clients to bail at just the wrong time.
• In the face of a crisis that is decimating Americans’ retirement savings, advisors are finding it harder to stay the course.
• Turmoil is creating big opportunities.
• Creating a framework to build your business.
• No-lapse universal life keeps growing, but few understand these policies.
• Being kind, considerate and attentive goes a long way.
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Discussion
Should all advisors fall under one self-regulatory organization and could that happen on Mary Schapiro’s watch?
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