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| Matt Hougan An over-extended bull run in equities has many suggesting it’s becoming a “stock picker’s market.” Does the data support the argument? |
| Sponsored by First Clearing Advisors need to re-examine how they deliver value to clients and the role they serve in clients' lives. LEARN MORE |
| Michael Thrasher In addition to easing up on luring older, established brokers via signing bonuses, the firm is attempting to enhance in-house training programs to bring in younger talent from outside the industry. |
| Diana Britton Whether they custody with Fidelity or not, retirement advisors can outsource their discretionary investment management to the firm, which will act as the fiduciary. |
| Diana Britton The regulator wants to more proactively engage with people in the industry developing or using new financial technologies, FINRA President and CEO Robert W. Cook announced at its annual conference in Washington, D.C. |
| Diana Britton Security Bank of Kansas City, a bank-based program with 10 advisors, is the latest firm to dissolve its b/d entity and move to larger firm as a super OSJ. |
| Ryan W. Neal Ten tips to help firms purchase the right technology. |
| David R. York and Andrew L. Howell What’s wrong with traditional wealth transfer planning and what to do about it. |
| Charlie Douglas We should have a simplified and tangible definition. |
| Matt Oechsli There's neuroscience behind building trust. |
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