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Clients want and need someone to be honest about their own experiences. If advisers can show some vulnerability and offer personal insights, engagement will increase.

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Voices

Explaining corporate bond portfolios can be smooth sailing

The simple analogy of a boat can help clients understand a sometimes complex investment strategy.

Exciting… or intrusive? New tools will let advisers monitor client spending

Data can be used to show clients in real time how big purchases undermine their portfolio planning. If my adviser had such access, would I still book that trip to Cuba?

Why more women than ever are putting off retirement

The surge of women in the workforce in the 1970s and 1980s means that they have job skills, connections and careers that they can continue to pursue, says Ben Steverman.
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