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| Result Number | Material Type | Add to My Shelf Action | Record Details and Options |
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Material Type: Article
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Time to Change Your Investment ModelFinancial analysts journal, 2017-10, Vol.73 (4), p.23-33 [Peer Reviewed Journal]Copyright CFA Institute Fourth Quarter 2017 ;ISSN: 0015-198X ;EISSN: 1938-3312 ;DOI: 10.2469/faj.v73.n4.4Full text available |
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Leasing as an Alternative Form of Financing within Family Businesses: The Important Advisory Role of the AccountantSustainability, 2021-06, Vol.13 (12), p.6978 [Peer Reviewed Journal]2021 by the authors. Licensee MDPI, Basel, Switzerland. This article is an open access article distributed under the terms and conditions of the Creative Commons Attribution (CC BY) license (https://creativecommons.org/licenses/by/4.0/). Notwithstanding the ProQuest Terms and Conditions, you may use this content in accordance with the terms of the License. ;ISSN: 2071-1050 ;EISSN: 2071-1050 ;DOI: 10.3390/su13126978Full text available |
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Can the Whole Be More Than the Sum of the Parts? Bottom-Up versus Top-Down Multifactor Portfolio ConstructionJournal of portfolio management, 2016-01, Vol.42 (5), p.39-50 [Peer Reviewed Journal]Copyright Euromoney Institutional Investor PLC 2016 ;ISSN: 0095-4918 ;EISSN: 2168-8656 ;DOI: 10.3905/jpm.2016.42.5.039Full text available |
| 4 |
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PERSPECTIVES ON BANK MA TRANSACTIONS FOR 2021The RMA Journal, 2021-03, Vol.103 (6), p.20-24 [Peer Reviewed Journal]COPYRIGHT 2021 The Risk Management Association ;Copyright Robert Morris Associates Mar 2021 ;ISSN: 1531-0558Full text available |
| 5 |
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The effect of informational prompts about survivor benefits for spouses on Social Security claim intentionsJournal of pension economics & finance, 2021-10, Vol.20 (4), p.504-515 [Peer Reviewed Journal]Copyright © Cambridge University Press 2019 ;ISSN: 1474-7472 ;EISSN: 1475-3022 ;DOI: 10.1017/S1474747219000283Full text available |
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Madoff’s dirty moneyJournal of money laundering control, 2019-05, Vol.22 (2), p.289-299 [Peer Reviewed Journal]Emerald Publishing Limited ;Emerald Publishing Limited 2019 ;ISSN: 1368-5201 ;EISSN: 1758-7808 ;DOI: 10.1108/JMLC-03-2018-0022Full text available |
| 7 |
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LPL Launches Private Wealth Management BizSan Diego Business Journal, 2023-12, Vol.44 (49), p.1-32Copyright San Diego Business Journal Dec 4-Dec 10, 2023 ;ISSN: 8750-6890Full text available |
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The auditor as consigliere in family firmJournal of family business management, 2017-01, Vol.7 (1), p.2-20 [Peer Reviewed Journal]Emerald Publishing Limited ;Emerald Publishing Limited 2017 ;ISSN: 2043-6238 ;ISSN: 2043-6246 ;EISSN: 2043-6246 ;DOI: 10.1108/JFBM-08-2016-0019Full text available |
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Wells Fargo loses 6 advisors managing $671M to Stifel: The recruits include a 37-year industry veteran who co-managed $240 million in client assetsOn Wall Street (Online), 2019-06Copyright SourceMedia Jun 14, 2019Digital Resources/Online E-Resources |
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Quality Assurance: Demystifying the Quality Factor in Equities and BondsJournal of portfolio management, 2017-01, Vol.43 (5), p.88-98 [Peer Reviewed Journal]Copyright Euromoney Institutional Investor PLC 2017 ;ISSN: 0095-4918 ;EISSN: 2168-8656 ;DOI: 10.3905/jpm.2017.43.5.088Full text available |
| 11 |
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LPL’s Earnings and Advisor Count Jump Amid Latest DealsWealth Management, 2021-07Copyright Penton Media, Inc., Penton Business Media, Inc. Jul 30, 2021 ;ISSN: 2469-6269 ;EISSN: 2469-6250Digital Resources/Online E-Resources |
| 12 |
Material Type: Article
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When Delayed Social Security Claiming Doesn't Go as PlannedThinkAdvisor, 2024-03Copyright ALM Media Properties, LLC Mar 19, 2024Digital Resources/Online E-Resources |
| 13 |
Material Type: Article
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Measuring and Communicating Social Security Earnings Replacement RatesThe journal of retirement, 2015-04, Vol.2 (4), p.69-85Copyright Euromoney Institutional Investor PLC Spring 2015 ;ISSN: 2326-6899 ;EISSN: 2326-6902 ;DOI: 10.3905/jor.2015.2.4.069Full text available |
| 14 |
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Reaching Empowered Aging Through Reducing Health and Financial DisparitiesGenerations (San Francisco, Calif.), 2015-04, Vol.39 (1), p.92-96 [Peer Reviewed Journal]Copyright © 2015 American Society on Aging ;Copyright American Society on Aging Spring 2015 ;ISSN: 0738-7806 ;EISSN: 2694-5126 ;CODEN: GENRECFull text available |
| 15 |
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LPL Has 'Reduced Pricing' to Help Advisors: CEOThinkAdvisor, 2019-10Copyright ALM Media Properties, LLC Oct 25, 2019Digital Resources/Online E-Resources |
| 16 |
Material Type: Article
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WHY DO SOME MERGERS & ACQUISITIONS (M&A) LEADS FAIL? (Becoming Knowledgeable about M&A through Academic and Practioner Inputs)International journal of management research and reviews, 2013-02, Vol.3 (2), p.2384EISSN: 2249-7196Full text available |
| 17 |
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LPL Beats Estimates; Earnings & Sales Rise 7ThinkAdvisor, 2020-04Copyright ALM Media Properties, LLC Apr 30, 2020Digital Resources/Online E-Resources |
| 18 |
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Are good financial advisors really good? The performance of investment banks in the M&A marketReview of quantitative finance and accounting, 2010-11, Vol.35 (4), p.411-429 [Peer Reviewed Journal]Springer Science+Business Media, LLC 2009 ;Springer Science+Business Media, LLC 2010 ;ISSN: 0924-865X ;EISSN: 1573-7179 ;DOI: 10.1007/s11156-009-0155-6Full text available |
| 19 |
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How the 1st Global deal is fueling Blucora's wealth management expansion: HD Vest's parent displayed the growth coming from the acquisition of its former rivalFinancial Planning (Online), 2019-08Copyright SourceMedia Aug 9, 2019Digital Resources/Online E-Resources |
| 20 |
Material Type: Article
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Real Estate Investment Trust Corner: Review of Private Letter Ruling Addressing Liquidating Distribution of Non-REIT E&PJournal of Passthrough Entities, 2016-03, Vol.19 (2), p.25Copyright CCH INCORPORATED Mar/Apr 2016 ;ISSN: 1099-7407 ;EISSN: 1099-7407Full text available |
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