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Advisor Perspectives

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Advisor Perspectives is the leading interactive publisher for Registered Investment Advisors (RIAs), wealth managers, and financial advisors. Here. you'll find the latest commentaries, charts, CE webinars, thought leader insights and more.

The End of the Discovery Meeting

Advisor Perspectives

by Ari Galper

9h ago

Advisors have always considered the discovery meeting unchallengeable. Why ..read more

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Woody Brock: Fair and Free Markets are the Solution to Political Gridlock

Advisor Perspectives

by Bob Huebscher

2d ago

In this interview, noted economist Woody Brock discusses what exactly causes gridlock, and how can its grip be broken ..read more

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The Fiduciary is the "Decider"

Advisor Perspectives

by Knut A. Rostad

3d ago

The importance of Biden’s veto to save the DOL rule was not about assessing ESG factors. It was about affirming the role of the fiduciary in investment advice ..read more

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Phase Two of the Fed Follies

Advisor Perspectives

by Michael Lebowitz

3d ago

Lower interest rates and more liquidity are the keys to boosting confidence in the financial sector, but they impede the Fed's ability to fight inflation ..read more

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Fed Hikes Quarter Point, Signals It Still Expects Higher Rates

Advisor Perspectives

by Catarina Saraiva

4d ago

The Federal Reserve raised interest rates by a quarter percentage point and signaled it’s not finished hiking, despite the risk of exacerbating a bank crisis that’s roiled global markets ..read more

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Four Tools to Improve Your Site's Search Visibility

Advisor Perspectives

by Crystal Butler

4d ago

I’ll explore four tools and strategies you can leverage to improve how your site ranks in search engines to reach your clients and prospects more effectively ..read more

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Is My Company Really That Bad?

Advisor Perspectives

by Beverly Flaxington

4d ago

I am drained having my colleagues and team members come to me with problems because of their frustration with my company ..read more

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Five Research-Based Reasons Why You Lose Prospects

Advisor Perspectives

by Dan Solin

4d ago

There are five reasons why prospects decide to choose someone else ..read more

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Can Technology Make You Happy?

Advisor Perspectives

by John Prendergast

4d ago

Do advisors need to accept that technology will forever be a drag, or can the right approach lead to personal happiness and a more productive practice ..read more

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Fed Caught Between Inflation and Bank Crisis

Advisor Perspectives

by Steve Matthews

4d ago

All eyes in the financial and economic world will be laser-focused Wednesday on the Federal Reserve as Chair Jerome Powell tries to balance his fight against inflation against a sudden banking crisis ..read more

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