DUE DILIGENCE: Merrill Edge on Hiring Binge, Gets One-Third of Clients From FA Referrals
Does Merrill Edge, Merrill Lynch’s brokerage, banking and financial advice platform for the mass affluent (those with $100,000 to $250,000 to invest), compete with Merrill Lynch financial advisors?
Wed, 22 Feb 2012 21:30:00 +0000

---

The Family Office Rule
Countdown to compliance
Wed, 22 Feb 2012 19:00:00 +0000

---

Five-year Rule Proposal
Battle cry: “No death tax on the middle class”
Wed, 22 Feb 2012 19:00:00 +0000

---

Nuggets From Heckerling: Part I
Here’s a summary of some key tips on family businesses and gift planning
Wed, 22 Feb 2012 19:00:00 +0000

---

YIELD OF DREAMS: No More Clownin’ Around - It’s a Zero Sum Game
In the spirit of fairness and objective journalism, I wanted to point you to an article that makes counter-arguments to our December 2011 cover story, “Is Tactical Investing Wall Street’s Next Clown Act?” “The Real Clowns,” is written by our friend Ken Solow, chief investment officer and senior partner with Pinnacle Advisory Group
Wed, 22 Feb 2012 16:06:00 +0000

---

LETTER FROM DALLAS: Day three at T3 – A Fidelity Robot in the Hall
Despite the many predictions that the crowd would thin on a Saturday morning here on the last day of the Technology Tools for Today (T3) conference after a big night of revelry, advisors, hungry for more technology content, packed the opening keynote speeches.
Wed, 22 Feb 2012 15:59:00 +0000

---

The Asian Market: Q&A with Aspiriant Co-founder Tim Kochis
The first time Tim Kochis went to Asia, he ended up the hospital. It was 1969, and the Marquette University grad was wounded in action on a tour of duty in Vietnam. He got a purple heart.
Wed, 22 Feb 2012 14:45:00 +0000

---

New Social Behavioral Reports 2-21-12

Tue, 21 Feb 2012 21:48:00 +0000

---

VON ALDO: Dow Theory Signals Caution; But Optimism Grow on Equities
Alrighty, equities are back, touching numbers not seen since, their 2007 highs. Small caps (Russell 2000 up by, as the WSJ aptly put it, an “eye–popping 36% since October) are on a run and no one cares.
Tue, 21 Feb 2012 21:06:00 +0000

---

DUE DILIGENCE: Edward Jones Has an Edge at Training in an Industry that Stinks at it
Only about one out of every five rookies in the Wall Street brokerage business makes it through year two or three of a four-year training program. One firm found some tricks that work.
Tue, 21 Feb 2012 15:32:00 +0000

---