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Expert Views

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When Is The Worst Time To Prospect?

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Prospecting has always been a numbers game. Here’s how to make the odds work in your favor.

One Million Air Travelers Is A Good Sign For The Economy

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If passenger flight traffic can avoid backsliding as the virus surges, then a winter recession might be avoidable, too.

Junk Bonds Won't Save Everybody From Going Bust

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The high-yield debt markets are starting to look frothy as companies front-run election volatility.

A New Generation Of Advocacy Leaders Is Emerging—And Making Their Mark

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There is a new generation of advocacy leaders emerging across our industry.

Reversing The Population Pause

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U.S. population growth has slowed in recent years due to these three separate trends.

Sweden's Covid Policy Is Still A Moral Cliffhanger

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The case for herd immunity remains unproven.

Financial Services Must Be Frictionless To Truly Serve Future Clients

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Banking, lending and investing can no longer be treated as if they were separate pillars, writes Apex's Bill Capuzzi.

What The Election, Pandemic May Mean For Municipal Bond Investors

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Many types of municipals may continue to outperform Treasurys no matter the outcome.

When Does Prospecting Work Best?

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Prospecting should be a daily activity. Here are ways to optimize your efforts.

Lockdowns Are A Step Too Far In Combating Covid-19

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Health officials are coming around to the conclusion they do more harm than good except in limited circumstances.

JPMorgan Didn’t Signal A Turning Point For The Economy

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The bank reported surprisingly low loan-loss provisions, but its executives warned that the outlook remains uncertain.

When Estate Planning Doesn’t Work (And What To Do About It)

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The goal is to create a customized, holistic and effective plan for the client.

Why Trading Around An Election Is A Dumb Idea

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Markets don’t behave differently around elections than during other times.

401(k) Fees Are Eating Clients' Retirement Savings

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Reform could put billions into the pockets of American savers.

What To Do With The Client From Hell

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Learn the best ways to deal with difficult clients.

Who Infected The President?

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Genomic epidemiology can find the source of the Covid-19 outbreak at the White House. Curiously, no search is underway.

When Broker-Dealers Become Super-OSJs

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Here are the top concerns for advisors and firm leaders.

Advisors Who Hate Annuities Haven’t Seen Their New Structures

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Annuities are now priced, designed and tech-enabled to meet specific needs as part of a household portfolio solution.

Make Your Communication Strategy A Loyalty And New Client Driver

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A 3-step plan to overhaul your communication process to generate more client referrals.

Will Gundlach And Others Really Flee High-Tax States?

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A lot of people dream of leaving New York and California and saving a ton. But it takes more to get them to actually do it.

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