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Frontline News

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The Shift To Phased-In Retirement

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Business owners need to accommodate veteran employees' desire for phased retirement, says Signature's Chip Munn.

Getting Your Financial House In Order

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When it comes to running a business, many financial advisors don't practice what they preach, a consultant says.

More Young Adults To Seek Out Financial Advisors Post-Pandemic

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Millennials, Gen Xers and Gen Zers are taking their finances more seriously in the wake of the epidemic, a survey says.

Staying Close While Being Remote

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Advisors stay connected to clients with remote work, SIFMA finds.

Nick Murray: Recent Turmoil Is A Chance For Advisors To Shine

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Nick Murray offers his take on recent events and what they mean for advisors.

Advisor Mobilizes To Bring Face Masks To Her Clients

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Financial advisor Michelle Curry connects with clients by giving them homemade face masks.

Clients Place High Value On An Advisor’s Emotional IQ

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Clients want advisors who are good listeners and communicators, according to a new survey.

CARES Act Tax Relief Could Be Limited For Some Clients

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Business owners stand to gain more than individual taxpayers.

Will The Pandemic Put The Kibosh On RIA Mergers?

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What happens to a merger in midstream when a crisis like Covid-19 hits?

Vanguard’s Joe Davis Sees Two-Phase Recovery

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The most disruptive event of our lifetime has no parallels.

Pandemic Propels Increased Charitable Giving

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Fidelity Charitable saw a dramatic increase in giving to human services causes.

Will Work-At-Home Advisors Become A Thing?

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Social distancing may have an impact on work practices after the pandemic is over.

RIA Firm Valuations Could Be A Victim Of The Pandemic

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Smaller RIAs may be particularly vulnerable to falling values in the wake of the epidemic, market watchers said.

Emotional Factors Play Huge Role In Client-Advisor Relationship

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A Vanguard study found that clients are looking for a trusting personal relationship with their advisors.

Clayton Holds Firm On June 30 As Reg BI Implementation Date

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Despite the coronavirus, the SEC says the date will stand for new advisor regulations.

AI Isn’t Out To Eat Advisors’ Lunch

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Artificial intelligence needs to be embraced—not feared—by financial advisors, says CFP Board's Jack Brod.

Reg BI Makes Costly Funds Less Appealing To B-Ds

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New regulations and client demand for value will result in higher-cost funds being filtered out, says Morningstar.

Why Does The SEC Want To Re-Regulate Geared ETFs?

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The SEC’s re-regulation of leveraged and inverse ETFs is unnecessary, says one ETF expert.

Accounting Is A Joke To This Accountant/Financial Planner

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Scott Kadrlik moonlights as a comedian who riffs on his profession.

‘Retirement’ . . . Can We Come Up With A Better Word For It?

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Empower Institute says retirees and pre-retirees are excited about their second act.

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