Financial Planning
 
 
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January 10, 2014
 
 
 
Top Stories
 
Family Offices Face Growing Squeeze
by CHARLES PAIKERT
 
As the stock market has soared, firms face new competition for both talent and clients.
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LearnVest Falling Short of Hype?
by ANN MARSH
 
The well-financed venture promised big hiring in 2013, but a November ADV form shows them well short of goal.
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Tech Stock Dividends: What You're Getting Wrong
by JOSEPH LISANTI
 
Contrary to popular belief, there are some tech stocks that offer dividends for a client portfolio. Here are a few ways to find them.
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Minority Communities Want More Minority Advisors, Survey Finds
by ANDREW WELSCH
 
An overwhelming majority of Hispanic and African-Americans say that financial services firms need to hire more diverse staffs, according to a survey conducted by Harris Interactive on behalf of Edward Jones.
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White Papers
 
Working Smarter: Understanding the RIA Model
 
Help boost long-term Profitability Download our whitepaper: Working Smarter: Understanding the RIA Model The flexibility to serve your clients smartly. Hybrid RIAs are one of the fastest-growing segments within our industry.
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Leveraging Service Providers: Making 401(k) Business Scalable and Profitable
 
Download a new white paper by Guardian Retirement Solutions™ and Jason Roberts, CEO of The Pension Resource Institute to learn how you can more easily and effectively grow your 401(k) business.
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Web Seminars
 
Choosing Among Different ETPs
 
The explosive growth of Exchange Traded Products, including ETFs, have transformed investing.
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Beyond Performance Chasing: The Role of Small Cap Growth in Investors' Portfolios and Retirement Plans
 
Register now to view on demand to gain insights on small cap growth as an asset class and how funds in that asset class, when carefully selected, can provide solid long term results.
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