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October 2023

Retirement Income Investing: A New Set Of Opportunities

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Some advisors are building bond ladders to the sky as they lock in higher interest rates while they can.

The Real Career Path

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Careers begin where career tracks end.

A Sample Weekly Marketing Schedule For Advisors

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Here's how you make a calendar for marketing success.

Things AI Couldn't Even Conceive

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Hospitality toward your clients doesn't cost anything. Yet it's priceless.

The Gift Of Collectibles

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Those wanting to give away art and other valuables might consider a private foundation.

The Moments That Matter In Family Conversations

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These seven questions can make (or break) your practice.

How Big A Gamble Is Monte Carlo For Advisors?

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The popular simulation has its pros and cons, experts say.

Improving Cyber Controls To Protect Client Assets

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Here are the steps that firms need to take to protect client assets from external threats.

Advantage Goes To Advisors

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Advisors have the upper hand in the broker-dealer recruiting wars.

Why A Global Recession Is Unlikely

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The gloomy forecasts for the global economy earlier this year were derived largely from past data.

Building A Better Infrastructure Fund

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The Lazard Global Listed Infrastructure Portfolio has been the top performer in its category over the past 10 years.

To Roth Or Not To Roth

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There are some interesting strategies you can take into account when deciding whether to convert retirement funds.

How Much Insurance Do Your Clients Really Need?

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A key question is, how much can your client afford to lose if disaster strikes?

What To Tell Clients Rattled Over Social Security

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There are several ways to address clients' fears and steer your conversations down a productive path.

Advisor Emporium

Kwanti Expands Platform Tax Analysis Offerings

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Kwanti has added tax portfolio analysis and advanced model tracking tools to its platform.

Editor's Note

New Opportunity Set

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Advisors and their clients enjoy a much broader opportunity set than average Americans.

Frontline News

Plan Now For 2026 Tax Law Sunset, Advisors Warn

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Advisors say it's crucial to plan now for tax law changes that may not happen for several years.

SEC Warns Investors To ‘Do The Math' On Advisor Subscription Fees

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The fees may seem cheap, but they can gradually eat away an investment account, the SEC said.

Advisors: Be Careful Charging Clients To Keep Cash In Low-Interest Sweep Accounts

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One consultant said he has seen advisors charge clients advisory fees that are higher than what they earn in these idle accounts.

Bank Analysts Sound More Optimistic On Soft Landing

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The economy's growth might slow, but it remains resilient.