Monday, May 5, 2014

Fw: Social Media's New Champions

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From: On Wall Street <onwallstreet@email.onwallstreet.com>
Date: Mon, 5 May 2014 15:05:03 -0400 (EDT)
To: <mainandwall@comcast.net>
Subject: Social Media's New Champions

 
 
 
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May 05, 2014
 
 
 
INSIDE THE NEW ISSUE
 
Social Media's New Champions
 
Social Media's New Champions
by MIRIAM ROZEN
 
New software is helping wealth management firms like Morgan Stanley and Raymond James put the ''social" in their advisors' networking.
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From the Courthouse to the Wirehouse: Merrill Lynch's Racquel Oden
by ELLIOT M. KASS
 
From the courthouse to the wirehouse, Racquel Oden has blazed her own path. Now she's helping new advisors find theirs in her new role as head of Merrill Lynch's training program.
READ MORE »
 
The Rising Tide of Alternative Investments
by ANDREW WELSCH
 
Alternative investments are reaching a much broader swath of investors. As a result, financial advisors are increasingly bombarded with questions from curious clients. Early adopters are in a position to answer these queries, but for the uninitiated advisor -- it's time to get up to speed.
READ MORE »
 
Smarter Ways to Market to Female Clients
by KATHRYN A. SOLLMAN
 
Looking beyond widowhood and divorce, advisors are missing opportunities to market their services to female clients.
READ MORE »
 
 
Contain
 
New Funds Can Help Protect Principal From Rate Turmoil
by MARGO EPPRECHT
 
As interest rates rise, new funds offer new ways of managing fixed income portfolios.
READ MORE »
 
Talking 'Bout a New Generation: Embracing Millennial Advisors
by BILL WILLIS
 
Developing successful training programs that embrace Millennial advisors is the single most important way to attract and maintain the wealth of this new generation.
READ MORE »
 
Compliance: Broker Dissatisfaction and Divorce Can Cause Severe Legal Headaches
by ALAN J. FOXMAN
 
Legal expert Alan J. Foxman offers advisors advice on how to navigate the compliance issues when a divorce threatens to leave a stain on a broker's record.
READ MORE »
 
Taking a Second Look at Unconstrained Bond Funds
by BARRY FENNELL
 
In a market pressed for yields, this category's "go anywhere" philosophy deserves consideration.
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Baird Acquiring 85 Advisors Through Merger
by ANDREW WELSCH
 
Baird is merging with McAdams Wright Ragen, a wealth management firm based in Seattle that oversees more than $10 billion in client assets, according to the companies.
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Contain
 
 
 
White Papers
 
Marketing Your Brand: Simplicity through Partnership
 
The more time you spend on marketing, the greater its impact. But it's also time spent away from helping clients. The right partner can help simplify your marketing efforts so you can take your business to the next level. To learn how LPL can help you approach your marketing program with confidence, download Marketing Your Brand: Simplicity through Partnership.
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Exploring Independence as a Registered Investment Advisor (RIA)
 
The RIA channel has been growing steadily as more financial advisors take advantage of the freedom and control that come from operating as an independent RIA. This comprehensive white paper on the RIA industry explores what to consider in deciding whether to make a transition. It looks at many options for becoming an RIA, the key benefits, the model's economic potential, and the custodian's role in the relationship.
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Enhance Your Client Returns with Listed Options
 
Register now for this informative and educational web seminar. Hear from industry experts as they take you through the world of options.
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LinkedIn: Social Selling Secrets of Financial Advisors
 
Social media and the internet have transformed the sales process. There's a major opportunity for advisors who understand the new sales process and how to use it to their advantage.
READ MORE »
 
MORE IN WEB SEMINARS »
 
 
 
 
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