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Expert Views

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Don't Let Housing And Other Essentials Create A Retirement-Saving Money Pit

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Without adequate planning, food, shelter and inflation can deplete retirement assets--here's how advisors can prepare for this scenario.

Using Private Placement Life Insurance For Tax-Efficient Growth Investing

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Here are three benefits to choosing private placement life insurance as an investment vehicle.

How To Grow Your RIA Through Financial Wellness Programs

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Financial wellness programs can become major growth engines for independent advisors.

Community Service And Business Can Mix

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Here are some ways advisors can tactfully raise their professional visibility while volunteering in their community.

How Client Portals Empower Collaborative Financial Planning

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The latest client portal technology is helping financial planners create better client collaboration.

We Don't Talk Anymore. When Succession Leads To Schism

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Now is the time for advisors to talk to their clients about the uncomfortable realities of tomorrow.

Embracing The Role Of An Accidental CEO

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Transforming from financial advisor to visionary leader is an opportunity for unparalleled personal and professional growth.

Leading With Trust In The Modern Financial Landscape

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A focus on transparency is what powers trust and fosters strong relationships.

Dave Elder--AI-Driven Efficiency And Effectiveness

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Dave Elder of Merit Financial Advisors is using AI to meaningfully improve his business processes.

Advisors Show Shaky Confidence In Their Own Retirement Plans

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Survey data shows advisors have a lot of work to do on their retirement succession planning.

Sponsored Content: Are You Helping Your Clients Live Their Best Life?

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A deep client discovery process that goes beyond just the numbers is essential to becoming a preeminent advisor to the affluent.

Reports Of 'Unified Managed Households' Are Greatly Exaggerated

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The UMH is not yet a reality, but the industry's brightest minds are on it.

Why A Bold Shift In Advisor-Facing Solutions Needs To Happen Now

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The key to delivering value is to place the advisor-client relationship at the center of the equation.

How To Protect The World From The Next Pandemic

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A global pandemic accord can ensure that these conditions are met next time.

What Advisors Do For Fun (And How It Leads To Business)

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Here are nine social settings that can lead to business opportunities.

What 'Succession' Teaches Us About Legacy Planning

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A well thought out succession plan is indispensable for a smooth and successful transfer of leadership.

Sponsored Content: Jason Glisczynski--The Power Of A Niche Focus

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Advisor Jason Glisczynski highlights a few key benefits to the business of delivering comprehensive planning to a target market.

Making Your CRM The Center Of The Advisor's Universe

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Integrating your CRM and transactional systems is a key component to digitizing your business.

When Pensions Reduce Clients' Social Security Benefits

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Clients with noncovered pensions can have any potential Social Security benefits reduced or eliminated.

The AI ‘Safety Movement' Is Dead

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Public pressure to rein in artificial intelligence may be waning, but the work of making these systems less risky is just beginning.

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