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J. Bryan Bennett is a predictive analytics subject matter expert and adjunct professor for Northwestern University’s School of Professional Studies Predictive Analytics Certificate Program. He also teaches healthcare marketing for Loyola University’s master’s program and leadership classes for Judson University’s organizational leadership graduate program. He is the director of the Healthcare Center of Excellence, http:\/\/www.healthcarecoe.org\/.
January 20
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One planner sends an email saying: Stocks periodically go on sale because people panic.
January 20
Mercer Advisors -
When stocks tumble, retirement investors are advised to check market fundamentals to determine whether the drop is temporary or signals a broader decline; Plus, nine money apps to keep your clients' retirement planning on track.
January 20 -
When market volatility rears its head, even the best of us find ourselves questioning our financial plans. So here are answers to these frequently asked questions to set your clients' mind at ease.
January 20
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An engaged client is a devoted client. Following these steps can create lasting bonds and provide a foundation for sustainable growth.
January 20 -
Turmoil returned to global markets as oil plunged and U.S. stocks sank to the lowest levels in 21 months, fueling a rush into haven assets.
January 20
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Merrill Lynch hired Fabio Concesi as an international wealth strategist. Concesi previously worked at Citibank.
January 20 -
Lennstrom is senior product manager for OpenText, which specializes in enterprise information management.
January 20 -
Voices: Mariner Wealth's Brian Leitner says it's okay to be anxious about technology. "It means you're paying attention to the forces that are driving the future of our business."
January 20
Mariner Wealth Advisors -
Why BBVA Compass inked a deal with BlackRock's recently acquired robo platform, FutureAdvisor.
January 20
