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  1. Anne-Marie Vettorel
    Advisors have many concerns about their firms' technology, and several firms have much room for improvement
  2. Andrew Allentuck
    As the world awaits the next Fed move, bond managers share their strategies
  3. George Hartman
    Terms such as "vision," "strategy" and "tactics" all have a place in determining how you will reach your business goals. What's important is that you start your planning with a clear idea of what you want your business to become
  4. Megan Harman
    Client protection a key concern
  5. Back Issue

    Convey your value

    Dan Richards
    What sets you apart from other advisors - and low-cost options - should be the tangible benefits your clients receive by working with you, and not the things they take for granted
  6. Carlyle Dunbar
    Transportation stocks, which rose strongly from 2000 onward, have started to decline despite solid corporate results
  7. James Langton
    A wide range of comments recommend that the OSC tackle several key priorities, including advisor licensing
  8. Fiona Collie
    Young, striving adults who are tech-savvy but not yet well established can be fertile ground when it comes to adding new clients. Even the boomers started out poor
  9. Rudy Mezzetta
    Proposed reduction in income-tax rate for small businesses may be offset by increase in dividend rate
  10. Fiona Collie