Juliette Fairley

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Clients' Lifestyle, Health Choices A Key Part Of Retirement Planning

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Advisors say the role they play in their retired clients' lives extends far beyond just their portfolios.

Advisors Go Prospecting On Social Media

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As Facebook, Twitter and other social media grow, advisors are trying to use the platforms for client recruitment.

Finra Deadline Looming, Advisors Must Combat Theft From Older Clients

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Edward Jones is one broker-dealer that’s gotten a head start on two new rules.

BlackRock Eyes EM And Less Interest-Rate Sensitive Investments

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Investors to explore less interest-rate sensitive investments that provide a lot of yield, says a company executive.

5 Signs Elder Care Is Ruining A Client's Retirement

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If clients don't take precautions, the care they give to an elderly parent could destroy their retirement plans.

Becoming Indispensable To Clients With Disaster Planning

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Advisors who lived through Irma and Harvey explain how they helped clients survive the storms.

What To Do About Gambling Among Your Retiree Clients

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Do you have clients who are pulling out retirement money to play the slot machines? Here are some tips on how to intervene.

This Advisor Plays Travel Agent To Prepare Clients For Retirement

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Advisors are seeking novel ways to help their clients ease into a life after work.

Advisors Need To Know About These Common Retirement Scams

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Financial advisors are in a unique position to help detect fraud.

3 Key Decisions So Clients Don't Wreck Retirement In Year 1

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These decisions will profoundly affect your client's security for decades, say advisors.

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