Once you've identified the risks and opportunities among your female client base, it's time to take action to better serve female clients. Here are four key strategies to consider. read more »  | The unit's revenue and profit rose to new highs as productivity per advisor rebounded back to over $1 million. read more » | The Municipal Securities Rulemaking Board will issue two concept releases next month, one seeking public comment on whether to develop a best execution rule and another requesting input on enhancing post-trade data reporting and developing standards for collecting and disseminating pre-trade information. read more » | The new portfolio management and research tool is aimed at advisors in both Raymond James' employee and independent channels. read more » | Vanguard's exchange-traded funds continue to increase in popularity among investors in the United States, the company has reported. read more » | Judging from a recent study, advisors and clients are often at a disconnect with regard to market confidence, asset allocation, and family finance discussions, says Doug Orton, vice president of business development for MFS Investment Management. read more » | We view the Detroit filing as an exception to municipal credit trends overall. True first-time municipal defaults for the first half of 2013 totaled $291 million, excluding Detroit. -- Mary Jane Minier and Matthew Nichols, Invesco read more » | Must Read Must Watch |  Giving Back Here's how one advisor encourages philanthropic efforts of his clients by being a philanthropist himself. read more » | Contact Us Matt Ackermann
matt.ackermann@sourcemedia.com
Online Editor-in-Chief
Phone: 212.803.8711 Mark Lynch
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Associate Publisher
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