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September 13, 2018
5 Keys to Building an Effective Wealth Advisory Team – Webinar 9/19

By Alicia Temmerman

At one point in our careers, we’ve either been a manager or a part of a team. We all have opinions on what a ‘great team’ should feel like — and the attributes of a strong coach/manager. But what... Read more

Practice Management

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December 10, 2015
Changing up the Holiday Conversation

By Alicia Temmerman

What are the most important things to talk about at this time of year? I recently sat down with Robert Temmerman, Jr. (or Dad as I call him), a specialist with 30 years of experience in estate pl... Read more

Behavioral Finance / Practice Management

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March 18, 2015
Another Blow to Active Management

By Alicia Temmerman

Standard & Poor’s released their latest SPIVA® Scorecard and it continues to make active management look bad, which adds fuel to the fire in the debate of active vs. passive. This time ar... Read more

Investing

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January 8, 2015
Year End Distributions Rise as Capital Losses Run Out

By Alicia Temmerman

Ben Franklin reminded us that one of the few certainties in life is taxes. This year some investors might see a slightly higher tax bill as they get a bit more than they bargained for in year-end... Read more

Investing

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September 3, 2014
Do You Know What Motivates Your Employees?

By Alicia Temmerman

Are you one of the third of financial advisors who plans to retire in the next 10 years?1 Over $2.3 trillion in assets will need to be managed by the next generation of advisors2. Yet many succes... Read more

Practice Management

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