by Philip Palaveev
Choosing how to run your business is critical.
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by Mary Rowland
Rick Higgins is a multimillionaire and software genius whose multiple start-up firms offering successful financial programs have allowed him to branch out.
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by Mitch Anthony
Keeping in touch with friends and family creates a happy retirement.
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by David Lawrence
These steps can help firms measure success.
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by Karen DeMasters
Financial advisor Bill Kramer juggles roles as a financial advisor and Wisconsin lawmaker.
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by Joel P. Bruckenstein
This annuity provider beats its competitors in delivering helpful technology to advisors, but it should do more.
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by Donald Jay Korn
Business-owner clients who want to sell and retire may have to accept today’s lowball bids or consider other options.
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by Mark Hurley
As financial advice has grown from a cottage industry into a behemoth, small and midsize firms are trying to find their footing.
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by Jeff Schlegel
Advisors ponder how to play the inevitable end of quantitative easing.
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by Randall Mauro
Riding the waves to financial security.
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by Thomas Kostigen
Technology has driven interest in impact investments by raising their profile.
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by Marla Brill
Infrastructure funds have been slow to catch on, but Alpine’s entry has posted strong returns.
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by Jerilyn Klein Bier
Firms try to capture more 401(k) business as they await an important DOL ruling.
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by Ben Mattlin
LTC rates are soaring (especially for women). Why? And what can you do about it?
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by Eric L. Reiner
The new tax rules for trusts and estates could have been worse.
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by Rob Brown
It has become standard practice for planners to shut clients out of investment policy making.
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by Jeff Schlegel
In a recent Pershing survey about financial advisors’ time management, advisors said they would fire an average of 13% of their clients.
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by Jeff Schlegel
Ninety-four percent of U.S. corporate defined-benefit pension plans were underfunded in 2012, the same as the prior year.
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by Jeff Schlegel
Finect has rolled out a Web site for the financial services industry that it believes meets the professional and compliance needs of financial advisors in the social media era.
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by Jeff Schlegel
In a recent global survey that measured consumers’ trust in 18 major industries, financial services and its financial advisory/asset management sub-category finished last.
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According to Cogent Research, younger Americans are sharing more of the wealth.
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With 735 pages and 85 chapters from 22 contributors spanning practitioners and academia, the book covers the gamut of the financial planning profession.
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