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Focus Financial Partners' Chris Dupuy, a former Merrill Lynch executive, talks recruiting, breakaways and why he tells some advisors that independence isn't for them.
August 25 -
Advisors can still get through to clients "gripped with anxiety which affects their ability to think clearly," consultant Eric Weiner says.
August 25
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"This isn't the first time something like this has happened. Doesn't mean we like it. It wasn't a great start to my week, I can tell you that," says Scott Tiras, an independent advisor affiliated with Ameriprise.
August 24 -
"This isn't the first time something like this has happened. Doesn't mean we like it. It wasn't a great start to my week, I can tell you that," says Scott Tiras, an independent advisor affiliated with Ameriprise.
August 24 -
"The D.C. metro area is a hot market," says Savant Chief Executive Brent Brodeski.
August 24 -
Planners worry about client fatigue if the downdraft drags on.
August 24 -
A 55-year-old client who decides to withdraw from his 401(k) account with his former employer may be exempt from paying the penalty if he is totally and permanently disabled and has an IRS levy; Plus, wallet-friendly travel tips for retirees.
August 24 -
Despite a sudden market correction, I didn't hear from panicked investors. That's because I've made them understand in these situations you must work through the pain to profit.
August 24
Wealth Logic -
The Standard & Poors 500 Index roared back from the brink of its first correction in nearly four years even as the rout in all but the riskiest of global assets worsened.
August 24 -
Emotions might get the best of some investors in light of all the bad news. Here are the strategies I've used to guide my clients since the market correction began.
August 24
Mercer Advisors



