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MarketCounsel
Sungarden Investment Research
MarketCounsel
We are MarketCounsel, a business and regulatory compliance consulting firm dedicated to the success of our clients: entrepreneurial investment advisory firms nationwide. Our comprehensive service offering revolves around sound, yet business-savvy, regulatory compliance solutions for a focused niche of clientele. We pair best-of-class compliance professionals with state-of-the-art technology to deliver ...
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Barney Frank puzzles crowd on his fiduciary stance at TD summit -- as questions from Skip Schweiss and advisors expose his haziness on the RIA structure and soulRead 
How RIAs are helping their clients participate in confusing lawsuitsRead 
In a major 'get' MarketCounsel books Dodd and Frank to play VegasRead 
Merrill Lynch team breaks away from Bank of America (yes, ironically) to get better access to bankers
Sungarden Investment Research
We offer In-Sourced CIO services to enhance your practice in the following areas:
• Investment Strategy
• Investment Process
• Investment Communications
5 entrenched ruts in which advisors are idling -- and how to shift gears to peel out of them Read The 5 biggest errors of intellectual omission by RIAs -- in fact, most advisorsRead 
13 for 2013: A baker’s dozen of issues you and your clients should really be focusing on this yearRead 
Fiscal Cliff vs. Jimmy Cliff: How the leap may look more like Y2K or the Mayan calendar
Fidelity Investments recognizes power of RIAs in 401(k) market and has increased efforts to work with advisorsRead 
Commonwealth and Securities America get into the RIA custody business and Wells Fargo is right behind themRead 
RIAs get hit with data losses held at small RIA-owned firm that, in turn, blames giant Amazon for lack of backup and for selling its spaceRead 
Dimensional's co-CEO tells clients at Monterey event that DFA is changing its Classic-Coke intellectual fund recipeRead 
How U.S. Bank appeared on the scene as an RIA custodian and where it might find loveEnter the email address you used to sign up for RIABiz. You will receive an email containing a special link to your settings page, where you will be able to enter a new password.
