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It's been hard for me to find mentors, and I've stopped attending most industry conferences.6h ago
CFP, PresidentHarris & Harris Wealth Management Group -
The Labor Department issued guidance Wednesday effectively allowing retirement plans to invest in buyout firms.11h ago
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An advisor whose family has been “irrevocably harmed by police brutality” calls on industry peers and their clients to spark positive change.June 3
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The data on black and Latino advisors helps track the industry’s progress amid nationwide Black Lives Matter protests.June 3
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The decade’s top performers also outpaced broader markets over the short term.June 3
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Advisor Zaneilia Harris has come to a bleak conclusion.June 3
CFP, PresidentHarris & Harris Wealth Management Group
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Evenings on the town are being replaced with conference calls, online concerts and care packages.June 3
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Age-based portfolios were susceptible to market volatility — and some clients have pulled out college savings.June 2
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Everything from compliance to admin work is part of the job, and advisors have to “figure this out by themselves or find a third party,” a planner says.June 2
