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Why COIs Don’t Refer Business

Wealth Management

To build powerful – and reciprocal – relationships with centers of influence, be highly intentional about who you are choosing to partner with, what information you’re sharing with them and how you’re nurturing the relationship.

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Research links: historical references

Abnormal Returns

MBAs What happens when MBAs don't tell their employers their grades? wsj.com) MBAs don't necessarily choose the path most likely to make them super-rich. mailchi.mp) Equities David Blanchett, "There appears to be more uncertainty around the future return of equities when bond yields are higher."

Taxes 130
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IRS Updates QDOT Regulations

Wealth Management

Amendments refresh outdated terminology, references, responsible parties and procedures.

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274
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Lessons Learned From Referring Business to Advisors

Advisor Perspectives

Here are some lessons from interviewing financial advisors and insights into the traits that lead to a recommendation.

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Morgan Stanley Seeks Restraining Order Against Former Advisor

Wealth Management

The wirehouse claims that Zak Gardezy resigned from the firm and began soliciting former clients originally referred from Morgan Stanley’s E*Trade division.

Clients 276
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October Employment Preview

Calculated Risk

. • Unemployment Claims: The weekly claims report showed a slight increase in the number of initial unemployment claims during the reference week (includes the 12th of the month) from 209,000 in September to 214,000 in October. This would usually suggest above the same number of layoffs in October as in September.

Retail 350
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July Employment Preview

Calculated Risk

. • Unemployment Claims: The weekly claims report showed an increase in the number of initial unemployment claims during the reference week (includes the 12th of the month) from 233,000 in June to 261,000 in July. Unemployment claims increased during the reference week. This would usually suggest a few more layoffs in June than in May.