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YOUR PRACTICE PRACTICE MANAGEMENT JUN 27, 2012
Best advice for selling your firm? You snooze, you lose

Enterprise value diminishes as owner gets older; dithering can be costly

RETIREMENT RETIREMENT PLANNING JUN 24, 2012
Don't sugarcoat it

Stratego? Game helps advisers avoid bombing with succession plan
YOUR PRACTICE PRACTICE MANAGEMENT JUN 20, 2012
Stratego? Game helps advisers avoid bombing with succession plan

Fidelity workshop program aimed at matching personality to the right exit strategy

Sticker shock for small business owners looking to sell
YOUR PRACTICE PRACTICE MANAGEMENT JUN 17, 2012
Sticker shock for small business owners looking to sell

Prices for many smaller outfits still not where they were before recession struck

Why widows ditch their advisers
YOUR PRACTICE WOMEN ADVISOR COMMUNITY JUN 14, 2012
Why widows ditch their advisers

Advisers to surviving spouses must acknowledge the 'elephant in the room'

Women control the purse strings — so where are all the female advisers?
YOUR PRACTICE PRACTICE MANAGEMENT JUN 14, 2012
Women control the purse strings — so where are all the female advisers?

Less than half of RIAs have a female investment adviser on staff, survey finds; 'wow'

NEWS RIAS JUN 01, 2012
Client churn a royal pain? Seek a niche

Affinity practice best bet to retain book of business; whole lot of jumping going on

NEWS INDUSTRY NEWS MAY 31, 2012
Wealthy North Dakota land owners aren't your average 'fat cats'

INVESTING EQUITIES MAY 27, 2012
Niche practice offers shield for advisers

Andy Friedman: Dividend stocks headed for trouble
NEWS INDUSTRY NEWS MAY 23, 2012
Andy Friedman: Dividend stocks headed for trouble

Pundit warns that tax increase could lead companies to buy back shares rather than boost payments to shareholders