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April 11, 2013

Top Advisors Buck the Trend on Discretion
Delegating control over trading can make sense, especially for ultra-rich clients.
Oh, No! My Client Read the Business Section!
Global financial crises don't usually warrant portfolio shifts.
Is the Cloud a Safe Place for Client Data?
It can be, if you do your homework before choosing a storage vendor.
It Pays to Understand Millennial Investors
Gen Y has more investable assets than Gen X, but you have to court this cohort with care.
Telling Clients About a Signing Bonus Is a Great Idea
Whether or not disclosure becomes mandatory, it's a way to build trust — and bring your clients with you when you move.
Introducing the FT 400 Top Advisors
FA-IQ's parent company, the Financial Times, recognizes the top U.S. advisors.