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News
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CFP Board Launches Planning Program Aimed at Gen Y
Initiative is first stage in the organization’s Lifelong Financial Strategies drive.
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Most Advisors Have No Marketing Strategy
Consistency is key to a successful outreach strategy, consultant says.
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Social Media an Insurance Imperative
New report says insurers need to make accommodations for social media on business and IT roadmaps.
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SEI: Nonprofits Consider Outsourced CIO Function
Due to the current complexities surrounding various investment vehicles and their increased due diligence provisions, endowments and foundations are mulling over the possibility to implement an outsourced CIO model, a new SEI study claims.
Practice Management Features
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Prudent Policy
Financial planners who haven't reviewed clients' insurance coverage lately might suggest a year-end checkup.
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Under My Rule of Thumb
The rule of thumb says you can withdraw 4% of assets in the first year of retirement, but that's just a starting point.
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Ten for 2010
To position themselves for success, here are five steps advisors can take now, plus five more for the long term.
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Can We Talk?
Conversations with clients can be awkward, especially when they are emotional. here are ways to make discussions more fruitful.
