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F.C.C. Plan to Roll Back Net Neutrality Worries Small Businesses

Small companies, which have increasingly turned to the internet, worry that a pay-for-play system online could price them out of doing business.

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Insiders may not have as much investing savvy as you think

CEOs and money managers sometimes have blind spots when purchasing their own company’s stock or fund’s shares.

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Retirement plan sponsors’ top criteria for choosing an adviser

Trust is the most important quality vetted in the selection process, but other factors go into the decision.

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Nontraded REITs to post worst sales since 2002

The industry is on track to raise just $4.4 billion, well off the $19.6 billion it raised just four years ago, as new regulations hinder sales.

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SEC to target more individual advisers in 2018, experts say

New focus on protecting retail investors could make agency more effective, despite shifting resources.

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Pershing’s Lisa Dolly asks one key question to judge a job candidate

CEO recommends women gather as many skills as possible while coming up.

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Deena Katz on the key to the profession’s future

Professor, planner and 2016 Alexandra Armstrong Award winner wants advisers to do these things to motivate more young advisers.

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Raymond James executives call on industry to keep broker protocol

Also ask firms to pay for the administration of the protocol to ‘ensure its longevity and relevance.’

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Morningstar, Orion and many more vendors unleash tech launches at Schwab IMPACT

The custodian’s annual conference is becoming a prime showcase for new adviser-focused software.

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Clients want better investment management, survey finds

While generally satisfied, wealthy investors expect better returns and more value.

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