Ben Mattlin

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Despite The S&P 500, We Are In A Bear Market, Say Veteran Long-Short Managers

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Just 10 stocks have driven the S&P 500 higher, they said.

How Big A Gamble Is Monte Carlo For Advisors?

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The popular simulation has its pros and cons, experts say.

How Much Insurance Do Your Clients Really Need?

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A key question is, how much can your client afford to lose if disaster strikes?

This RIA Platform Offers Advisors A Home For Their Clients' Cash

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Flourish says its advisor tools allow clients to earn more on their reserve savings.

Rising Debt Among Retirees Requires Multiple Solutions, Report Says

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The report noted that some indebted retirees have the resources to manage their debt while others do not.

DPL Financial To Acquire AnnuityFix

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AnnuityFix helps advisors become independent from the broker-dealers that control their clients' annuities.

The Complex Truth About Reverse Mortgages

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Few advisors even want to talk about them: Since their introduction in the 1960s, they have developed an unsavory reputation.

Preparing Clients For The Risk Of Cognitive Decline

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Advisors are often in the position of having to bring up this sensitive topic with clients.

Sisters Sue 2 Tennessee Advisors For Alleged Investment Fraud

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The two sisters say the advisors deceived them and caused them to lose $737,000.

Alts Maven Boldly Goes Where Average Investors Fear To Tread

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Christopher Zook of CAZ Investments is on a mission to bring alt investments into the mainstream.

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