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The movers and shakers who will shape the financial advisory industry in 2013.
Sponsors are cautioning reps who sell interval funds to do their homework first.
So you bought yourself an iPad or are planning to this holiday season. Financial advisers who plan to use their iPads for work while traveling probably will want two things sooner rather than later: a physical keyboard and an office
Direct real estate investment in target date funds is looking more attractive as a way to mitigate the effects of market volatility on defined-contribution plans, but advisers warn that there is a right and a wrong way to use these tools.
Explore your opportunities and be informed for your next move.
Mary Beth Franklin, InvestmentNews
Harley Gordon, CLTC