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Brokers' clients received letters from LPL that implied he stole money, over a $20,000 loan he had repaid, lawyer says.

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Paul E. Terry, Ph.D., is president and CEO of HERO, The Health Enhancement Research Organization. He can be reached at paul.terry@hero-health.org. Follow on Twitter: @pauleterry.

Can FlexScore provide a "hand-on-your-shoulder" experience online by focusing on a client's life, rather than investment strategy?

Over half of people in their 60s have done no retirement planning in the past three years, according to one survey; plus, Medicare's biggest problem is not what your clients think.

Hoinville has 25 years of experience focused on population health management, including roles as program director, general manager, EVP sales and business development. As director of business development at myInertia Dave is responsible for building strategic partnerships with brokers and health systems to impact the behavior of employees and improve the health status of populations.

Looking for income? These funds have the highest expected dividend payments based on current stock prices.

In the latest in a series of cases, an arbitration panel has sided with a client against UBS, ordering the wirehouse to pay nearly $1.5 million in damages related to UBS' sale of Puerto Rican bonds and closed-end funds.