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What Holds Clients Back From Annuities?

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Potential buyers say they like these products, so why don't they jump in?

Two Social Security Do-Overs To Maximize Income

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Clients can see their benefits increase 8% per year by suspending them or starting them over later.

A Return On Relationship

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By showing the power of compassion, you'll have a loyal client for life.

Resilient REITs

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Empty office space has given real estate investment trusts a black eye. But the space offers opportunity.

The 4% Rule: ‘Neat, Plausible And Wrong'

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The rule just doesn't jibe with the personal approach clients want.

Helping Pre-Retirees Avoid Serious Blunders

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Advisors can help those about to rock into retirement overcome common mistakes.

Private Credit Steals The Spotlight

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This $15 trillion asset class is growing fast and offering higher returns and less risk than private equity.

Spot Bitcoin ETFs Are Here! Now What?

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Crypto advocates have won a huge victory getting spot bitcoin ETFs to market. What does that mean for investors?

Craft Profiles, Convert Prospects

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Crafting better client profiles is the best way to drive prospects to work with you instead of your competitors.

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.

Three Myths About Investing For Retirement

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Most people are probably thinking about retirement all wrong, and they're probably better off than they think.

Tech Comes For Philanthropy

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With the emergence of new technology, advisors can be more active partners in their clients' charitable giving.

Showing Off Your Emotional Intelligence

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The right website design tells people you have “EQ.”

The Joys Of Independence

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What do you win by not being bought?

The Year Of Living Dangerously

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Economists are trying to imagine scenarios in a world that keeps defying expectations.

Bill Gross Is Betting On A Steeper Yield Curve

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"Finance-based capitalism depends on a positive yield curve," the Pimco co-founder said.

Why NYC Apartment Buildings Are On Sale Now For 50% Off

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Rent stabilization provides a foothold for the working class and costs landlords millions.

How Clients Can Handle Big Tax Debt

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The IRS offers a range of options for gradually paying off a large tax debt, advisors say.

Vanguard Sees Investor Expectations For U.S. Equities Rising

by FA Staff

Investors anticipate GDP growth to rise at “among the highest levels observed.”

LPL's Wealth Management Chief Avoids Bitcoin-ETF Hype, For Now

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“We just want to see how they work in the markets,” said Rob Pettman, head of LPL's wealth management solutions.

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