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Maintaining a special fund for hefty health costs and getting a Medigap policy are just two options to trim costs; Plus, tips for small business owners looking to retire.
February 15 -
With interest rates near record lows, it may be a good time to refinance a mortgage. We asked advisors to tell us about the conversations they're having with clients.
February 15
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Avoid jumping the gun for the latest and greatest in tech, particularly products pitched for fixing back-office operations.
February 15 -
A look back at the markets may help advisors and their clients decide on whether to choose alternative strategy funds during a stock retreat.
February 14 -
The oldest GenXers are turning 50 this year, and most are north of 35. If they don't have a financial plan yet, here are steps they can take.
February 14 -
T3 Conference attendees wondered about the implications of even more sophisticated digital advice platforms entering the market.
February 12
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With interest rates approaching record lows, it may be a good time for your clients to refinance their mortgages. We asked advisors to sound off on the conversations they've been having with clients.
February 12 -
Critics suggest questionnaire-driven automated advice can't completely address client risk tolerance, but technology firms say transparency is the solution.
February 12 -
The commission's barring of one advisor follows similar action by state authorities, indicating that regulators are coordinating their enforcement activities.
February 12 -
About $2.3 billion has flowed into these ETFs so far this year.
February 12
