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Pivoting from "this company will always be mine" to "I need to find a partner who can help me maintain continuity" is a necessary mindset shift for advisors making continuity plans.
February 13
Mercer Advisors -
The move brings the 28-year industry veteran from a firm where independent planners make up less than 5% of the advisory headcount to one where they are the majority.
February 12
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Bill Harris, the former CEO of Personal Capital, TurboTax and PayPal published a new edition of his "Investment Tax Guide" with the future of the industry in mind.
February 12
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The latest group of firms to be dinged for "off-channel" communications shows encrypted messages remain a source of concern for regulators.
February 12
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The market-making firm warns of costs and intrusions into investors' privacy.
February 12
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Understanding new retirement regulations and utilizing technology will help your firm grow.
February 12
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White Americans still have twice as much retirement wealth as savers of color, research shows. Here's what experts recommend to shrink the gap.
February 9
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The online brokerage sees its popular talking babies ads as a way to get tens of millions of viewers to think about how they might put their money to better use.
February 9
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The Providence, Rhode Island, company has recruited a head of wealth management advisors and a head of private wealth managers as part of a new strategy to reel in high-net worth clients.
February 8
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Downsizing in retirement is common. What's less common is building the new home yourself. Can a senior in California pull it off?
February 8
