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There are two complex subjects in a divorce where a financial advisor can be immensely helpful: structuring divorce settlements in a tax-advantaged manner and the division of retirement benefits.
Most investors do not understand how to find a private placement opportunity that would meet their risk profile.
Entrepreneurship can be viewed as an alternative asset class and source of retirement income, maintains columnist and advisor Robert Laura.
A lottery ticket would have more chance of changing your clients' finances than Obama's tax proposals being officially unveiled tomorrow, says our Washington correspondent.
A new book offers many practical steps to financial advisors on how to increase their business, says our reviewer.
This is the second installment of a two-part series exploring how firms can position themselves as buyers of choice in 2015.
Once your client is familiar with benchmarks, educate him on why they are useful not only for past performance analysis, but for future planning.
Here are five steps advisory firms can take to make sure they can buy another business.
The three keys will help you gain the confidence you need to garner the trust and respect of female clients that will create lasting relationships.
Wealth advisors – especially those with fiduciary responsibilities – have an obligation to get educated on the digital currency and understand the implications for themselves, their practice and...
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