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Expert Views

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Why College Coaches Are Being Paid With Split-Dollar Life Insurance

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At its core, the purpose for a split-dollar insurance program is to promote the long-term retention of a key employee.

The 3 Keys To Big Growth For Advisors Of Any Size

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Registered investment advisor firms of any size can outperform peers through execution across three key areas.

Advising Pro Athletes With Their Seasons, Careers On Hold

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Idle athletes are especially attractive targets for financial scamsters.

PPP Loan Forgiveness—What Advisors Need To Document

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Here are five important procedural issues to consider during the loan forgiveness conversion process.

Some Industries Won’t Have A Reopening Comeback

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Lifting lockdowns will revive many businesses. The same can’t be said of traditional retailers, colleges and cinemas.

Covid-19 Vaccines Will Create Multiple Winners

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Some vaccines might be extremely effective but harder to scale; others the opposite.

How To Get Rich? Make A Lot Or Save A Lot?

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It’s some of both, though the lockdowns make it clear that many of us can easily do with less.

How To Explain To Clients Debt Is Like Fat

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Ten concepts your clients need to understand to help reduce their debt.

Lockdowns Haven’t Proved They’re Worth The Havoc

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There is little evidence that lockdowns work to stem the spread of a virus.

Changing Tomorrows Starts Today

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FPA's president spotlights three financial planners doing good things in the community and for the profession.

Early Retirement Is Tempting Now. It's A Mistake

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The financial benefits of continuing to work outweigh the health risks for most people.

Why Use A Banker When An App Can Do The Job?

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Brick-and-mortar banks are looking obsolete in an age of apps.

It May Be Helpful To Take Notes During The Bear Market

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Taking some notes in real time can be helpful for when the bear growls next.

The Revolution In Career Assessment Science

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Older assessment science could lead to the wrong career.

Women And Divorce: Strategies To Secure The Present And Protect The Future

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This divorce specialist has seen the increasingly proactive role wealth management plays in securing finances post-divorce.

Concern For Other Professionals Will Pay Dividends Now And In The Future

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At the core of enhancing and optimizing your business relationships is your sincere concern for others.

Three Bear Markets To Remember

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People with military experience weren't scared when everyone else was.

Is Your Data Management Infrastructure Up To Par?

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Too many firms still rely on old technology stacks and obsolete supervisory procedures.

FDR's New Deal Worked. We Need Another One.

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Claims that the programs adopted in the 1930s lengthened the Great Depression don’t hold up.

Where To Worry About Catching Covid-19, And Where Not To

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How the coronavirus spreads in the real world.

[1]  73 74 75 76 77 78 79 80   [187]