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  • Does the Fed Have Street Cred?

    Merrill Lynch's answer may surprise investors and advisors watching the markets’ historic ‘mispricing’ of the Federal Reserve.

  • 5 Most Common 401(k) Plan Red Flags

    These big warning signs indicate whether a plan is underperforming, is poorly designed or has reached certain thresholds that suggest it may need new services.

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Resource

Align Yourself With A 2013 Broker-Dealer Of The Year!

Complete the form for more information on becoming a part of Century Securities and for INSTANT ACCESS to this article!

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Complimentary White Paper: The Role of Technology in Driving Performance and Growth

Learn how top performers are currently using today's technology and tools to manage their growing client base while delivering higher levels of service.

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Search Engine Marketing Helps Connect You With Clients

Search engine marketing isn't about getting traffic! It’s about getting the “right” traffic based on keyword and content.

Resource

Small Accounts, Big Opportunities

How new trends and technologies are making small accounts more manageable and profitable for RIAs.

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Complimentary Handbook: How Hybrid RIAs Can Strengthen and Solidify Client Relationships

Hybrid advisors are best suited to deliver a broad range of advice-driven strategies and solutions that help tackle clients’ increasingly complex needs.

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Get An Inside Look at How Financial Credentials can Make You a More Successful Advisor

Earn more while increasing your number of clients and job satisfaction. Learn how a financial credential can boost your career!

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The Essential Fact-Finder For Fee-Based Advisors

This fact-finder questionnaire will help you secure your clients' loyalty, referrals and future business.

Resource

Active Share Update: Choices Abound in Active & Passive

Jensen explores the growth trend of passively managed funds and urges investors to look beneath the hood when selecting a strategy.

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Our Clients Are The True Winners

At Personalized Brokerage Services, we are thankful and honored to be considered an award winning advertising agency that focuses strictly on independent financial professionals. We help inspire and create some really cool marketing for our clients.

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Investment Management Consultants Association Focus On | Behavioral Finance

Learn more about how behavioral biases affect the investor and advisor decision-making process with this collection of articles from IMCA's Investments & Wealth Monitor.

Resource

Explaining Your Move to Clients in 5 Simple Steps

Switching firms can reignite connections with your best clients and even increase referrals. This step-by-step guide teaches you the best practices of top advisors on how to make the most of this conversation.

Resource

Leverage the Power of Social Media

Are you getting the most out of your social media strategy? Without a strategy in place to make the most of LinkedIn, Twitter, Facebook and other powerful social media platforms, advisors risk missing a sizable opportunity to grow and strengthen their practices: Consider that fully 70% of investors have made decisions about investments or their advisor relationships as a result oftheir use of social media.

Event

FPA Retreat 2014

May 03, 2014- May 05, 2014 | Trump National Doral, Miami, FL

Event

IMCA 2014 Annual Conference

May 04, 2014- May 07, 2014 | Hynes Convention Center, Boston, MA

Event

AALU 2014 Annual Meeting

May 04, 2014- May 06, 2014 | Marriott Wardman Park Hotel, Washington, D.C.,

Event

NAPFA Spring Conference

May 13, 2014- May 16, 2014 | Grand America, Salt Lake City, UT

Professional Library

Regulatory Oversight of Investment Advisors

From The Investment Advisor’s Guide to Compliance

Professional Library

Selected Provisions of the American Taxpayer Relief Act of 2012

From 2013 Tax Facts

Professional Library

Advertising Advisor Services and Credentials

From The Investment Advisor’s Guide to Compliance

Professional Library

Agency and Principal Transactions

From The Investment Advisor’s Guide to Compliance

Professional Library

Anti-Fraud Provisions of the Investment Advisers Act

From The Investment Advisor’s Guide to Compliance

Professional Library

Best Practices for Working with Senior Investors

From The Investment Advisor’s Guide to Compliance

Professional Library

Books and Records Rule

From The Investment Advisor’s Guide to Compliance

Professional Library

Health Insurance: Health and Medical Savings Accounts

From 2013 Tax Facts

Professional Library

Long Term Care Insurance: Premiums

From 2013 Tax Facts

Professional Library

Annuities: Variable Annuities

From 2013 Tax Facts

Professional Library

Annuities: Estate Tax

From 2013 Tax Facts

CE

April 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE

March 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE

February 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE

January 2014 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE

December 2013 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE

November 2013 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE

October 2013 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE

August 2013 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE

July 2013 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE

June 2013 CFP CE Test

Earn 1 hour of pre-approved CE credit.

CE

May 2013 CFP CE Test

Earn 1 hour of pre-approved CE credit.

Professional Library

Cafeteria Plans

From 2013 Tax Facts

CE

April 2013 CFP CE Test

Earn 1 hour of pre-approved CE credit.

Sponsor Showcase

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