FEATURE
By Matt Oechsli
If you’re serious about targeting today’s affluent investor, it’s time to get social. We’ve become addicted to our digital toys (iPads, BlackBerrys, etc.), and social media is elbowing onto center stage. Our research tells us today’s affluent want to know their advisor on a social level in addition to their professional role.
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TOP STORIES
By Kristen French
President Barack Obama issued a proposed budget Monday that would give the Securities Exchange Commission an 18.5 percent increase in funding in 2013, raising its total budget to $1.566 billion from this year’s $1.321 billion. But getting that through Congress will be another matter.
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By Anne Field
A carefully designed compensation model is key to a successfully run practice. Here’s how to make pay work for you instead of against you.
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David A. Geracioti, Editor-in-Chief
Yesterday, I posted a story about the American Association of Individual Investors’ (AAII) market sentiment indicator turned bullish. And when that happens, it often is a contrarian signal, meaning the market may take a dive.
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By Stan Luxenburg
Since 2009, Build America bonds have given yield-starved investors a bit of hope for their fixed-income portfolios. These subsidized munis may continue to be good options, if you understand the risks.
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