NEXT CHAPTER

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Capital Group Sees Russian Invasion Raising Recession Risks, Upending Global Economy

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Capital Group's economists and managers see far-reaching consequences in the wake of the Ukraine crisis.

What To Focus On When Recruiting

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There are three core reasons advisory firms recruit: to fill a role, to increase profitability or to plan for succession.

Advisors, Strategists Tell Clients Ukraine Storm Will Pass

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"Bad things could and likely will happen, but so will good things," said Commonwealth's Brad McMillan.

3 Bold Moves To Jump-Start Your Business

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By making these moves now, you can increase the resiliency of your firm.

Advisors Keep Spurning Annuities Despite Investor Interest In Income

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A new survey also found that there's a growing hunger for retirement income among millennials.

Should We Trust TikTok, YouTube Finfluencers?

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A lot of money advice out there is lacking in substance or even downright predatory.

Family Offices See Next Leaders Ceding Profit In Succession Rift

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The next generation in family offices is expected to focus more on decentralized finance, cryptocurrency and ESG.

New Film Focuses On Boomers' Retirement Struggle

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“Women are the most susceptible to stepping on a major financial landmine...

Tougher DOL Fiduciary Rule May Target One-Time Transaction Fees

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DOL moving to classify more activities as fiduciary advice, Faegre Drinker attorneys predict.

Should Advisors Negotiate On Price?

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Sometimes discounting is necessary to win business. You should have a strategy.

The New Math To Achieve Tax Alpha For Clients

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When you deliver tax alpha, you win, your clients win.

Planners Rate Themselves More Highly Than Clients Do, Study Says

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The FPA survey found a wide disconnect between the perceptions of advisors and clients.

'Never Wrong' About The Best Super Bowl Commercial!

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What Super Bowl commercial was the best this year? Read and find out.

Retirement Timing Risk And The Constrained Investor

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It is now time to rally around the constrained investor-retiree who can't afford lots of risk.

How Working From Home Will Permanently Change The Way We Travel

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Blended travel means more mixing of work and leisure as people take their jobs with them on the road.

Is Your Client A 'Decumulator' Or A 'Retirement Incomer'?

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Decumulation and retirement income mean two very different things, finance professor Moshe Milevsky says.

Edelman Sees Great Resignation As An Unsustainable 'Premature Sabbatical'

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Many early retirees will be forced to return to work to maintain their lifestyles, he said.

Why Asset Location Trumps Asset Allocation For Retirees

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Taxes are the most influential factor in determining how much money retirees will have to spend or leave to heirs.

Contemplating Divorce During Bonus, Equity Award Season

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How to help your clients work through these life changes with the best financial advice possible.

Look To The Stars

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The top advisors in your firm are going to be bringing in most of your results. You should give them your attention and focus.

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