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October 2022

Well, Hello, Sequence Risk! Where've Ya Been?

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For the first time in a long time, advisors may soon have to help clients make painful retirement choices.

RIA Aggregators And The IPO Endgame

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Private equity loves the RIA business model, Wall Street not so much.

5 Tips For Social Media Marketing

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Here are five ways to get the most out of your social media strategy.

Reasons To Start Asking

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To give clients the best financial advice, you have to make them the center of the story.

Your Truth, My Truth

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We have to understand the reality our clients are living in, not just our own.

Why ‘Wellness' Is Undefinable

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“Wellness” is the true north for retirement advice

Courting Advisors After Covid

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The broker-dealer recruiting wars have put the ball in advisors' court.

Making Data Wealth Management's Technology Hub

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To get the most out of technology, data has to be useful, usable and movable.

RIA Net Organic Revenue Growth Is Practically Nonexistent

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The net organic revenue growth of RIA firms is quite low when you exclude the market's movement.

The One True Free Lunch For Investors

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There's a growing recognition that raising after-tax return is a risk-free strategy for earning alpha.

Whither The ESG Revolution?

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Companies need effective incentives for ESG investing to achieve its goals, and that's not an easy matter.

Can Rising Rents Offset Rising Rates?

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Cohen & Steers Institutional Realty Shares offers positive attributes in troubled economic times.

Estate Planning For A New Day

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Changes in inflation and interest rates are making people re-evaluate estate planning decisions.

A Different Way To Fund Healthcare

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Level-funded health plans can lower the cost of employee benefits for a small business.

Talking To Clients About Recessions

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Advisors need to make sure their clients know how a recession would really impact their lives.

Advisor Emporium

CFP Board, Charles Schwab Debut Diversity Scholarship

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The CFP Board's Center for Financial Planning has partnered with Schwab Advisor Services and the Charles Schwab Foundation to offer a collaborative scholarship.

Editor's Note

Even Americans Have Reasons For Concern

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Americans inclined to feel sorry for themselves could benefit from a quick scan around the world.

Frontline News

Millennials Are Richer And Want Advice

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A Cerulli report says that millennials now tripping into the mass affluent category want help.

Remote Work Ensnaring Many Employees In Double-Taxation Scenario

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Working from home doesn't always protect employees from being taxed by the state in which their company is located.

Firms Already ‘Self-Correcting' DOL Rollover Rule Violations

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Firms are struggling to ensure all their advisors are in compliance with the fiduciary rule, attorney Fred Reish said.

Biden Student Debt Forgiveness Could Lead To Taxes For Some

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Some states treat debt forgiveness as taxable income, according to foundation analysts.