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In all, 81% of advisors surveyed said they used or recommended ETFs versus 78% who used or recommended mutual funds, according to an annual FPA survey.
May 28
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Trust is integral to any advisor-client relationship -- but what happens when clients hold back information that's critical to their financial health?
May 27
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Clients are advised to name a beneficiary and back-up beneficiary of their accounts, and designating a trust is a good option if there are children from a previous marriage; Plus, how to prepare for a long retirement.
May 27 -
Surviving spouses will require hands-on help from their advisors to get important tasks done -- before and after a loved one's death.
May 27
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Surviving spouses will require hands-on help from their advisors to get important tasks done -- before and after a loved one's death.
May 27
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Richard Ketchum voices support for SEC to move on a uniform fiduciary standard for brokers and advisors, while warning of unintended consequences from DoL's proposal.
May 27
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To tap into the demand for socially responsible investing, asset managers would do well to understand the different approaches that exist even within the market niche known as environmental, social and governance.
May 27 -
Put affluent clients' annual contributions into an IRA and then convert it to a Roth on the same day, says Aspiriant's Ray Edwards.
May 27 -
Self-directed investors gave a thumbs up to Charles Schwab, Vanguard, Fidelity and T. Rowe Price in a satisfaction survey of investment firms by J.D. Power. Some firms didnt fare as well.
May 27
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The wirehouse advisor moved to the independent channel at Wells Fargo.
May 27
