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Inside the current issue

  • Pure's Play

    by Dan Jamieson

    Michael Fenison thought he’d retire. instead he created a new model for planning with a major focus on the mass affluent.

  • Annuity Aversion, Pension Envy

    by Evan Simonoff

    Lacking pensions, many Americans dislike annuities, but do they have a choice?

  • Alpha For Financial Life Planners

    by Roy Diliberto

    Advisors who perform many non-investment services don’t need to be in the fee justification business.

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