Features

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Solid Foundation, Good Homes

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If you’re going to merge, you need a thought-out process.

Why Advisory Firms Fail Women Advisors

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How the industry can evolve and let females move up the ladder, according to the Carson Group.

Young Advisors To Watch In 2024

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Our ninth “Young Advisors” list shows that advisors can win clients by showing individuality and resolve.

All-Cap Withdrawal Magic

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Could a less constrained allocation unleash higher withdrawal rates for retirees?

5 Steps To Improve Your SEO

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If you want your advisory business to rank higher on search engines, follow these tips.

Humility In A Messy World

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Advisors must understand that demonstrating certainty doesn't always work.

Who Is The Next-Gen Investor?

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Younger clients are changemakers who value impact and technology.

Don't Wait For The 'Great Wealth Transfer'

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Long before the assets move, important decisions are being made about you.

Diversity Should Still Be A Hiring Goal

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A panel of financial industry professionals said advisors need to get out of their comfort zone when hiring.

Does The Growth Rally Have Extra Innings?

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Market strategists evaluate the crowd enthusiasm and ponder a pivot to value.

The Art Of Trouncing An Index

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The Needham Aggressive Growth Fund has a knack for finding big winners.

You Can't 'Legislate Good Behavior'

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Here's what advisors really think about the DOL rule.

Why Annuities Belong In Clients' Retirement Income Plans

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Amid a retirement income crisis, the insurance industry has become more creative in its product development.

HSAs As 'Medical IRAs': A Great But Neglected Strategy

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Using HSAs for long-term compounding can seriously add to clients' wealth. So why aren't more advisors recommending the strategy?

The Crushing Reality Of Death And Divorce

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All marriages end, and advisors need special skills for guiding newly single clients.

Is The End Near At The Wirehouses?

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The headlines, reports and data all seem to indicate that the model is tagged for extinction. But is that really the case?

How Interest-Rate Cuts Might Affect Annuity Holders

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There could be an advantage to buying annuities before rates decline.

A Fund's Rx For Healthcare Investing

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The Janus Henderson Global Life Sciences Fund successfully navigates the turbulent healthcare sector.

What's Behind The U.S. Stock Market Disconnect?

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There is little reason to believe that the current rally can last.

The Burning Question For Clients: 'Are You Happy?'

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Advisors who ask clients this question could transform their practices.

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