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RETIREMENT RETIREMENT PLANNING DEC 15, 2013
Advisers need to boost knowledge of Social Security

RETIREMENT RETIREMENT PLANNING DEC 15, 2013
Advisers pick their poison with UL policies

RETIREMENT RETIREMENT PLANNING DEC 15, 2013
Keep your eyes on the calendar

NEWS RIAS DEC 11, 2013
10 signs a firm needs a COO

NEWS OPINION DEC 08, 2013
Duty on company stock needs clarity

YOUR PRACTICE PRACTICE MANAGEMENT DEC 08, 2013
Financial advice for all is a costly endeavor

YOUR PRACTICE FINTECH DEC 04, 2013
Getting the biggest technology bang for your bucks

<i>The following is an edited transcript of the July 19 webcast &#8220;Adviser Tech 2012: What Should You Buy Next?&#8221; <a href=http://www.investmentnews.com/dcce/20110719/18/18/ACTIVE_WEBCAST/2590580>Listen to the archived version here.</a> The webcast was moderated by </i>InvestmentNews<i> technology reporter and columnist Davis D. Janowski.</i> The panelists were Jude Boudreaux, Founder and Owner of Upperline Financial Planning LLC, Sabrina F. Lowell, Associate Adviser, Mosaic Financial Partners, Inc., and LeGrand S. Redfield, Jr., President, Asset Management Group, Inc.</i>

NEWS OPINION DEC 01, 2013
Mapping out next year's game plan

This year has been great for stocks &#8212; far better than most investment gurus predicted. In fact, if the S&amp;P 500 finishes the year about where it's been recently, it could be among the top 15 years for performance since 1928. So what will 2014 bring? Time to talk with your clients.

RETIREMENT RETIREMENT PLANNING DEC 01, 2013
Letters to the editor

YOUR PRACTICE PRACTICE MANAGEMENT DEC 01, 2013
Grooming heirs is a continuous process