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The Retirement Rules Have Changed

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In a volatile market, there are new ways retirees will want to seek income after they leave work.

Stop Saving, Start Spending

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Some near-retirees should ditch the savings plan and drop serious cash on their dreams.

Swapping Old Annuities For New Ones

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Interest rates have risen to a point where annuity swapping needs to be carefully considered by advisors.

Bank On It

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Fund manager Chris Davis says the stocks of the largest, best-of-breed banks are primed for upside.

How To Succeed In Family Offices

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If you want to avoid problems with succession, it's best to close the generation gap.

Is The New AI Cool For Wealth Management?

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Here's how advisors are already diving into the new generation of generative artificial intelligence applications.

Unsafe At Any Speed

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Most retirement plans will fail. So who will tell the clients?

Getting The Kids Involved

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When your clients want to build a family legacy, getting the next generation involved in philanthropy can pave the way for lasting impact.

If I Wrote Fortune Cookies

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If little scrolls of wisdom could be passed around the financial world, what would they say?

Going Off Script

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Retirees want a financial plan, but sometimes, as in the movies, you have to improvise.

Liquidity Cliffs Cause Generational Discord

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Is private equity driving generational conflict among advisors?

2023 RIA Survey & Ranking: Consolidation Crunch Hits Rate Reality

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Are all the RIA merger marriages going to slow? Or will deep pockets keep the deals moving?

New Heirs Present An Opportunity To Advisors

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Here are six key steps for professionals who want to serve the generation set to receive so much wealth.

Some Good News (At Last) For Long-Term Care Insurance

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But skeptics say it's too soon to cheer.

Dynamic Retirement Spending For Changing Times

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Retirement doesn't look the same as it did three years ago. Here's how you can help clients turn their assets into income to meet their spending needs.

5 Ideas For Clients To Delay Social Security Until Age 70

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Social Security generously rewards those who wait.

Where Annuities Fit In The Puzzle

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Where and how should annuities figure in retirement-income planning?

Students Anxiously Await New Student Aid Rules

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Will the Department of Education's December debut of the simplified FAFSA form meet expectations or receive an F?

Capital Preservation + Price Appreciation = Results

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The FMI Common Stock Fund has a successful 40-year track record.

A Tax Hit And A 403(b)

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Marguerita Cheng found herself looking for solutions after this client couple got a big tax hit while trying to pay off their mortgage.

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