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March 2016 Edition
 
 

 


Quick View…

  • Annual Independent B/D Report Card READ
  • Tips for resonating with the affluent READ
  • Managed futures to smooth out market bumps READ
  • The CFP premium? You’ll earn 40% more READ
  • Seven ways to appeal a financial aid award READ


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Highlights...
 
  PRACTICE MANAGEMENT
  • Five questions to answer before jumping to a new wirehouse Read
  • Tips on how to resonate with the affluent Read
  • Fix My Business: Is it time to get an assistant? Read
  • 2016 Independent Broker/Dealer Report Card Read
  • The new face of the Super OSJ Read
  • Inside a successful succession: The key ingredients Read
  • Embrace online reviews to get discovered by next gen investors Read
  • The Top CFP Holders Under 36 Read

 

 
  INVESTING
  • Managed futures are now working as advertised Read
  • What’s holding back qualified longevity annuity contracts? Read
  
 

WEALTH PLANNING

  • Reviving the argument against risk-tolerance tools Read
  • Seven ways to appeal a financial aid award Read
  • Helping clients open up their wallets in retirement Read

 

 

 
 

Updates From These Firms…

  
     
 
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