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Advisors/Planners/Reps

Nationwide and MSSB Ink SALB Deal

Nationwide and MSSB Ink SALB Deal

by Kerry Pechter

Wed, Aug 05, 2009

A Nationwide income guarantee will be offered to Morgan Stanley Smith Barney's Select UMA holders. The wirehouse expects to use up the initial $250 million capacity in six months.

‘Breakaway Broker’ Is A Myth

by Kerry Pechter

Wed, Aug 05, 2009

Wirehouse reps still manage almost half of the assets in all retail advisory channels, according to Cerulli Associates' exhaustive annual study.

How to Walk Through Fire

How to Walk Through Fire

by Kerry Pechter

Wed, Aug 05, 2009

Crossing the retirement "red zone" might be compared to a fire-walk. But here are three advisors who are guiding clients (and their portfolios) from age 55 to age 65 with barely even a hot-foot.