Investment Advisoripo是什么意思思啊?

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& 2012 金山软件ia是什么意思_百度知道
ia是什么意思
ia是什么意思
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A含义 投资顾问,证券公司的兼职或全职投资顾问,期货:Investment Advisor的前两个字母的缩写 IA是指受雇于现货黄金
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出门在外也不愁Investment Advisor August 2015
Investment Advisor August 2015
Cover Story
When custodians and broker-dealers launch programs to help their affiliated RIAs and reps better run their businesses, the announcements arrive with heaps of promises.
We’ we’re sitting on the precipice of disaster.
With major data breaches making headlines on a near-weekly basis, many in the securities industry have wisely begun to focus on developing an effective approach to cybersecurity.
Beginnings
It's important to listen to other people who have different experiences. Who look different from you. Who are younger than you. Who are older than you. Who speak a different language. Who go to a different church or temple. Who don't go to any church or temple.
Now that the comment period on the DOL's fiduciary redraft has ended, opponents and those in favor of the rulemaking will participate in hearings regarding the plan the week of Aug. 10.
Advisors have two options when their clients are facing an ETF closure.
I wish Elon Musk the best of luck in colonizing Mars, but until he succeeds, it's axiomatic that the supply of tradable real estate is fixed.
In June, Children's National Health System and Benefunder, a hosted donor-advised fund, announced a partnership to increase funding for pediatric research.
Some small businesses are founded with a strong initial intention and others are created by accident without a deliberate strategy.
“We did very difficult, politically hard things” in the Dodd-Frank Act, former Massachusetts Congressman Barney Frank said July 21 as the law that bears his name celebrated its fifth anniversary. “My head hurt.”
Recent activities in Congress and at the SEC to curtail a fiduciary standard for brokers indicate, at least to this writer, that any meaningful advances in investor protections will be driven by independent fiduciary advisors.
At the end of April, we launched our Kaleido Scope advisory firm business assessment, a free online valuation that enables us to give firm owners an overview of how their firm compares to a well-run firm.
Dollars often drive the decision behind a merger or acquisition.
Conclusions
Let's declare 2015 the year we officially recognize 401(k) plans as a failed experiment in retirement planning. And let's give some credit for that to plaintiffs’ attorneys, the Supreme Court and the Department of Labor.
August has arrived!
Just when you thought it was safe to go outdoors, the Securities and Exchange Commission strikes again.
According to the Centers for Disease Control and Prevention, millions of seniors fall every year, with one out of every three people over 65 taking a tumble.
Many financial planning firms have found hiring a resident financial planner alleviates some of their pain points and assists with growth.
Sidebar Stories
While there are criteria for who can join the classes of Schwab's Executive Leadership program, youth alone is not one of them.
Ray Sclafani's ClientWise is a coaching business, so what's the difference between coaching and consulting? Sclafani calls that his “favorite question.”
An advisory firm's culture will change after a merger and acquisition, but Greg Friedman of Private Ocean and Brent Brodeski of Savant Capital Management suggest their M&A peers follow these steps to maximize success.
Sponsor Showcase
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This collection of articles from IMCA's Investments & Wealth Monitor focus on retirement planning.
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
Join ThinkAdvisor & Wells Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
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