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Brexit, Market Jitters Create Opportunities for Financial Advisors

Financial advisors often promote their services by saying that they can help remove emotions from investing. Read more...

Collecting Social Security Early Has Some Advantages

Collecting Social Security early can help retirees assess how much they can spend because the payments are consistent. So reports Wealth Management.

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SEC Awards Whistle Blower $3M

The Securities and Exchange Commission recently awarded a whistleblower $3 million for information that helped the regulator crack a complex case of fraud. So reports ThinkAdvisor. Read more...

Fountainhead Capital Management Recruits Senior Strategist

Robert Renshaw has joined Edison, N.J.-based Fountainhead Capital Management as senior financial strategist. So reports TapintoEdison.

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How to Unlock the Hidden Value of Millennial Summer Interns

With summer quickly approaching, many financial advisors will welcome interns to their practices. Many well-meaning advisors will seek to use interns for important functions, such as helping to forge financial plans, rather than rely on them to conduct menial labor such as running errands. Yet, what many advisors don’t realize is that summer interns can play a major role in strengthening marketing and sales efforts.

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Plain and Simple Investing Helps Modest Man Generate an $8M Estate

In the months following the death of Ronald Read, more details are emerging about how the former gas station attendant and janitor amassed an approximately $8 million estate. For advisors, Read’s strategy provides valuable insight into the merits of established, but somewhat dull, investment strategies.

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Head of Ameriprise Advisor Unit to Step Down

Donald Froude, president of Ameriprise Financial’s Personal Advisors Group, is stepping down from the post to take a position that will require less traveling. So reports WealthManagement.

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SEC Bars Jailbird from Becoming an RIA

David Scott Cacchione of Menlo Park, California, hit a roadblock when filing to become a registered investment advisor—regulators frowned upon the fact that he was in jail and they filed an administrative proceeding order to have him banned from the industry. So reports the SFGate.

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Mario Gabelli a Top Paid Mutual Fund Exec

Having been paid $85 million in 2013, Mario Gabelli is one of the highest paid executives among publicly traded mutual fund companies. So reports The Financial Times.

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Wall Street Legend Irving Kahn Dead at 109 Years Old

Great Depression veteran and legendary investor Irving Kahn has died at 109 years old, roughly one year after switching from part-time employment to being retired. So reports Bloomberg.

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