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Public Or Private Debt?

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Which one is better for your fixed-income allocation?

The Bull Market In Bonds Is Just Beginning

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The past isn't always prologue when it comes to a falling interest rate environment.

Rollovers And The Fiduciary Duty

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To help retirement savers with rollovers, advisors must work closely with their compliance departments.

Flexible Gift Annuities For Baby Boomers

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Here's how you can help aging clients slow the depletion of their wealth.

A Look At Real-Life Annuity Solutions

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In some instances, annuities can be the perfect retirement-planning solution tool.

Muni Bonds Aren't Just For Rich Folks

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The Baird Strategic Municipal Bond Fund has outperformed during its five-year run.

How Do You Ask Clients To Pay More?

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Every advisor should be able to rationalize what they charge

How To Handle Clients' Election Anxiety

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Elections make people nervous. But these five strategies will help you calm clients.

Facing Your Worst Critic: Yourself

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When a professional in my online forum spoke about feeling imposter syndrome, it turned out she had company.

Many Americans Willing To Sacrifice Extra Social Security Income

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They fear not having enough savings and that Social Security could be depleted, a Schroders survey says.

The High Cost Of Luring Business

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With up-front money for job-hopping advisors hitting highs, advisory firms are finding new ways to compete.

Demographics, Debt, The Dollar And Apocalyptic Assets

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Here are answers to some of clients' most frequently asked questions.

High Earners Should Halt Pre-Tax 401(k) And IRA Contributions

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We need to stop thinking about minimums when it comes to retirement plan distributions.

A Sector Rotation Is Poised To Lead Rally

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Why market leadership can move on from mega-tech stocks to more mundane sectors.

Will Fed Rate Cuts Make Fixed Annuities Less Desirable?

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Fixed annuity rates have already started to decrease in anticipation of Fed cuts, advisors say.

Confronting The Reality Of Cyber Threats

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A framework and cybersecurity protocols for wealth management firm CEOs.

GAO Undercover Probe Finds 'Many Complex Conflicts' In Advisor IRA Advice

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The DOL and IRS should crack down on conflicted advice, the government watchdog said.

How Should Owners Cash Out Of Their Business?

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These three exit strategies for entrepreneurs selling their firms present unique advantages and challenges.

The Pool Of Desirable Clients Is Shrinking, Kitces Says

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Also, the costs to acquire new clients jumped 75% from 2021 to 2023.

Synthetic Equity, The Sugar Substitute

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At a time real equity is becoming expensive, how do you share your firm's ownership?

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