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Tuesday, February 9, 2010
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Latest News for Financial Advisers
Currently on our blogs Few Small Firms are Able to Sell Themselves to Big Firm Advisors
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 Beginning this year, most investors can now convert traditional IRAs to Roth IRAs. The conversion could make sense for affluent investors, who anticipate their tax rates will only go up from where...
This Week in Investment News
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Viewpoint
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The Labor Department is investigating Geller Group LLC for failing to disclose alleged ties to an accounting firm it recommended as an auditor, according to former employees and others close to the investigation.
Like many financial advisers, Rick Kahler struggled for years over whether to hire a peer to review his personal financial plan.
Money managers and advisers have spent their careers avoiding Japanese stocks.
Barnaby Grist has left his position as senior managing director of strategic business development of The Charles Schwab Corp.'s investment adviser group to join Cetera Financial Group, a new independent-brokerage venture controlled by Lightyear Capital LLC.
Commission-free ETFs are good, but they may not be best.
TD Ameritrade Holding Corp. president and chief executive Fred Tomczyk said last week that the company will rely on its registered investment advisers to help achieve the company's goal of becoming a “premier asset gatherer.”
Just a few years ago, when a fund company client asked recruiter George Wilbanks to search for a new head of marketing, he would look for top candidates in a wide variety of industries.
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