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George Throckmorton is the managing director of the Payments Innovation Alliance, a membership program of NACHA.

Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.

Howard M. Bloom is a Principal in the Boston, Massachusetts, office of Jackson Lewis P.C. He has practiced labor and employment law representing exclusively employers for more than 36 years.

Paul A. Friedman is a Principal in the White Plains, New York, office of Jackson Lewis, P.C. He has tried more than 35 jury trials and hundreds of arbitrations and bench trial on all aspects of ERISA.

Robert R. Perry is a Principal in the New York City, New York, office of Jackson Lewis P.C. He has more than 20 years of experience in the area of employee benefits law.

Fifteen of the 20 biggest open-end funds report net outflows over the last five years.

Don Trone is the CEO and a co-founder of consulting and training firm 3ethos. He was the also principal founder of fi360, as well as the founder and president of the Foundation for Fiduciary Studies.

The firm is going for a middle-of-the-road approach that includes fee-based retirement accounts and which also relies on the best interest contract exemption with certain clients, says CEO Ron Kruszewski.

Try this low-key approach with clients for maximum success.