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Articles tagged "RIck Kahler"


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Sharron Ash: It's virtually impossible to have an arbitrator's decision overturned on appeal, and suddenly, court may be the much preferred path.

After being jostled by a lawsuit, CFP Board makes bold play to inoculate itself against future ones

Due caution or paranoia? Either way, a sour whiff of FINRA self-protectionism pervades

March 25, 2016 at 9:32 PM

Mike Kitces: Social media has been so effective for all of my various businesses, that I've added several over the past few years just to handle the capacity.

The 25 financial advisors with the biggest online presences -- and a frank analysis of what online omnipotence does (or not) for them

Brightscope's top-100 social media maven list shows that RIA bloggers, tweeters, Facebookers and Youtubers sacrifice client face time to cater to web consumption

May 15, 2014 at 5:27 AM

Lauren Schadle: Nothing has changed to accommodate MetLife.

The FPA is now brought to you by MetLife, for better or worse

The insurer's cash is the good news but some see it as tainted money

April 23, 2014 at 5:42 AM

Cathy Curtis: My goal is to have prospective women clients find me on LinkedIn.

RIAs recount how they reap new clients using LinkedIn and Twitter, stealing a march on shackled wirehouse advisors

A whopping 90% of the mass-affluent investor pool is online and 44% of them are actively looking for an advisor

May 9, 2013 at 6:51 AM

Diane Pearson:  If you have $5 million or $10 million, clients feel they won't outlive the money and can donate larger amounts.

RIAs don't get rich clients’ surprising altruism says Fidelity Charitable study -- and it's costing them

Schwab people harbor some doubts about Fidelity's findings but agree that so much more can be done with donor-advised funds

June 13, 2012 at 11:52 PM

Mike Alfred: Reviews will be in line with the spirit of [compliance regulations] if not in line with the antiquated letter of the law, which was written long before the era of social media.

Brightscope to launch Yelp-like reviews, putting advisors under the consumer microscope

The iconoclastic Alfred brothers' latest innovation will give clients a voice - but experts and advisors fear compliance complications

October 3, 2011 at 4:38 AM

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