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Don't Be Afraid Of Annuities. Your Clients Aren't

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Advisors were also once reluctant to adopt managed accounts, too. But they got over it.

When Cash Cows Become Loss Leaders

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As more people retire, you're going to have to be a different kind of advisor.

The Moments That Matter In Family Conversations

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These seven questions can make (or break) your practice.

Aging And Retiring While Black In The U.S.

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This community leader has put a spotlight on what it means to grow old as a Black American.

The Trimesters Of Retirement

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Don't be fooled by the early stages.

Unsafe At Any Speed

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Most retirement plans will fail. So who will tell the clients?

Going Off Script In Retirement Conversations

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Retirees want a financial plan, but sometimes, as in the movies, you have to improvise.

Expanding Services To Deal With The Boomer Retirement Wave

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Consultant Steve Gresham talks about how advisors can meet the demands of baby boomer clients.

What Do The Top Advisors Do?

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New research confirms they pursue these winning growth strategies.

Being Prepared For The Worst

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Disaster can take forms both meteorologic and financial. Advisors can help clients prepare.

Faking Growth

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Wealth management advisors aren’t really growing. But there is a way forward.RIP, organic growth...

Texas Family Trio Partners With Dynasty To Launch RIA

by FA Staff

Precedent Wealth Partners was cofounded by brothers Harold Williams and George Williams in San Antonio.

My Family Made Me Do It

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Watching their retirement wreckage set me on to my next chapter.

Can Clients Ever Have Enough Money?

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We should transform the mindset of our clients so they realize there is enough for everyone, everywhere.

Pick Up The Phone To Your Future Self

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Advisors help people realize that their brains aren't necessarily wired for oddsmaking and long-term planning.

Ric Edelman Says Advisors Don't Properly Plan For Extended Life Spans

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Edelman has launched a podcast to help advisors plan better for clients who may live to 100.

Your Retirement's Been Canceled

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Southwest Airlines' debacle over the holidays demonstrates to all of us, particularly planners, what happens when you don't get people to their destination.

SECURE 2.0 Act Is Overhyped, Says Ed Slott

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There's still an urgency to act when it comes to moving assets from tax-deferred to Roth accounts, he said.

An Advisor's Guide To Besting The Target Date Fund

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Target date funds are as ubiquitous as they are misunderstood.

Are Extended RMDs A Gold Mine Or Tax Trap?

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The SECURE Act 2.0 extended required minimum distributions. For couples, it might not make sense to wait.

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