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Online News for Financial Advisors, RIAs, Investment Advisors, Financial Planners & Wealth Managers

via Online News for Financial Advisors, RIAs, Investment Advisors, Financial Planners & Wealth Managers http://bit.ly/1yw80aB If you need help or advice on FATCA/CRS you can contact me via haydon@haydonperryman.com or +44 (0) 7788 268700

FATCA

How a Cold Call Led to a Deal with Scottrade for ASI's Rebalancing Software

It was an idea born of convenience.  Neal Ringquist, President and Chief Operating Officer of Advisor Software Inc., was planning a trip to St. Louis to meet with one of their clients, EverBank.  1,009 more words

Portfolio Management

Sailing Letter July 2014, Spain/ Gijon to Ria Arousa

Gijon, Spain. As we entered early in the morning, it was still dark. First sight of the new country was when we woke up after some hours sleep. 2,272 more words

Sailing Notes