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Feb 1, 2007 12:00 PM


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Current Issue

Registered Rep Cover

Whole Lotta Love

By Christina Mucciolo
September 1, 2008

These days the wealth management divisions are the shining stars of wirehouse firms.



Recent News

Brokers Charged In Fraudulently Selling $1bn Of ARS To Retail Clients

What Is Your Practice Worth? Plenty—If You Are Fee-Based

Politics Enters IndyMac Aftermath

Putnam, Janus Pay For Market Timing Scandal—But Did Anyone Really Lose Any Money?

OUTSTANDING SALES ASSISTANT NOMINATIONS

For More News Click Here

REP. RESEARCH

Taking Care of No. 1

Seek Professional Help

The Kids Are Not Alright

Protect Your Clients, Protect Yourself

A Special(ized) Bunch

The Wealth Management Quest

What Advisors Look Like Now

Ten To Watch 2006

You Say, They Say

BOOKS

Cannon’s Concepts For Professionals: A Complete Library of Essential Financial Concepts

This reference book was updated for 2008 and now contains over 900 pages of information on essential financial concepts and wealth management strategies for your work with wealthy clients. The book not only contains brief summaries of each topic, but it also contains many useful diagrams and charts that can be used with clients when explaining difficult financial concepts. The information in this book meets current FINRA/NASD guidelines. Click here.

Bookstore

Rainmaker
Mastering High Net Worth Mastering High Net Worth
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