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  1. Dwarka Lakhan
  2. Fiona Collie
    Coreen Sol offers discretionary portfolio management to her roster of middle-market clients. Running a quartet of managed portfolios enables Sol to serve a large book of business without imposing investment minimums
  3. Leah Golob
    Growing life expectancies and other changes in the way people manage their careers are making longevity risk a real challenge for many clients
  4. George Hartman
    Hiring a junior advisor early on with the intention that he or she will take over your business has many advantages. Your clients will be assured that their needs will be met after you retire
  5. Susan Yellin
    Developing a learning relationship with a senior advisor or other professional can help you receive the support you need to reach your goals. Some successful advisors have used several mentors with various areas of expertise
  6. Dan Richards
    Financial advisors can learn valuable lessons from the world's largest consumer products company. You don't need a multimillion-dollar advertising budget to build your brand
  7. Fiona Collie
  8. Michael Ryval
    Higher rates would signal a strengthing economy, but would also increase the cost of capital - and that's a negative for real estate firms
  9. Tessie Sanci
    Work remains to be done to improve firms' communication efforts with their advisors
  10. James Langton
    In the absence of progress from the SEC and FINRA, the U.S. Department of Labor is pushing its own proposal