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APRIL 14, 2018

INDUSTRY

LPL Targets Cetera, Securities America and Kestra Advisors with Aggressive Recruiting Package

Diana Britton

To boost recruiting, LPL is offering some advisors from rival firms up to 50 basis points on assets.

FULL ARTICLE

INDUSTRY

Cambridge Advisors Added to LPL's Hit List

Diana Britton

Cambridge has been added to LPL’s list of rival firms where advisors are being offered up to 50 basis points on assets to come on board.

FULL ARTICLE

FIXED INCOME

Cashing in on Ultra-Short Bond Funds

Dan Weil

Clients can get a nice boost in yield by putting cash positions into bond funds with short maturities, but understand the risks.

FULL ARTICLE

HIGH NET WORTH

Six Common Wealth Transfer Pitfalls

Daniel G. Berick

Entitlement and lack of familial ties are two of the many threats to successful generational wealth transfers.

FULL ARTICLE

INDUSTRY

Advisors’ Use of Fixed Planning Fees on the Rise

Diana Britton

A fixed fee for financial planning can offset variability in asset-based fees in a down market and reinforce the value of financial planning for the client, according to a new Cerulli report.

FULL ARTICLE

HARASSMENT AND FINANCIAL SERVICES

Are Advisory Firms Doing Enough to Combat Workplace Harassment?

WealthManagement.com Staff

Many employers may not be doing enough to help victims address the problem of workplace harassment, according to a WealthManagement.com survey.

RELATED: The Nature of the Beast

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PHILANTHROPY

Philanthropy Is the Lifeblood of Family Continuity

Mitzi Perdue

Frank Perdue’s widow, and daughter of the co-founder of Sheraton hotels, knows a thing or two about family businesses.

FULL ARTICLE

HIGH NET WORTH

Roger Corman’s Sons Sue to Block Sale of Film Library

Anna Sulkin

The latest in a long line of estate controversies.

FULL ARTICLE

PROSPECTING

Why Affluent Prospects Hire Their Advisor

Matt Oechsli

The quality of the advisor is what seals the deal; the firm plays a minor role in the selection process.

FULL ARTICLE

INDUSTRY

Fidelity Is Changing the Way It Charges for Financial Advice

Charles Stein

The new fees begin in July for the more than 800,000 customers of the wealth unit.

FULL ARTICLE

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