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An advisor encourages her client to take advantage of ex-spousal benefits even though the client didnt want anything to do with her ex.
February 9 -
Michael Kitces, who helped launch XY Planning Network, says he wouldn't be surprised if the market evolved to include hundreds of similar groups of young planners serving young clients. "We have 200 advisors and there are 80 million millennials."
February 9 -
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These funds have the highest 12-month price-to-earnings ratios. Nice investments, if you bought 12 months ago, but now they may be richly priced.
February 8 -
These funds have the highest 12-month price-to-earnings ratios. Nice investments, if you bought 12 months ago, but now they may be richly priced.
February 8
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Why your recently retired clients should avoid an overly conservative investing approach; Plus, three smart ways to maximize your Roth IRA and advice for women nearing retirement age.
February 8 -
Spencer Williams is CEO of Portability Services Network and Retirement Clearinghouse, a portability solutions provider.
February 8
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The nation's biggest brokerage firms took a beating last quarter.
February 8
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The Fed chairwoman addresses lawmakers this week with mounting speculation against another rate hike happening in March.
February 8
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Ann Wyatt is vice president in account management at HealthFitness, an award-winning, URAC- and NCQA-accredited provider of health management, corporate fitness and condition management solutions. In her role, she oversees the startup of new health management and corporate fitness programs, the transition of existing programs, employee recruiting and training, program quality assurance and operations management. Wyatt brings 25 years of experience with employee health programs.
February 8
