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Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.
January 31
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Millennials lag behind in terms of credit card debt and retirement savings, but they spend the most on vacation, dining out and other unnecessary expenses, according to a new study.
January 31
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In a sweep of changes, the custodian is embracing an open architecture technology platform.
January 31
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A psychologist or therapist on staff can help advisors connect with clients who are going through a major life event.
January 31
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A new FINRA initiative to root out breaches of supervisory rules on 529 plans provoked criticism from the IBD advocacy group.
January 31
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The firm suffered from market volatility in the fourth quarter.
January 31
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Those born too early to be digital natives may require a helping hand in developing a sophisticated online presence that accurately reflects the character of your firm.
January 31
Mercer Advisors -
The custodian's newest fintech partnership is meant to keep data safe while dealing with third-party vendors.
January 31
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Conventional wisdom says to postpone filing for benefits until full retirement age or, even better, until your 70th birthday. Are there some cases when that doesn't apply?
January 30
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Financial advisors are uniquely poised to help clients' families with end-of-life planning needs when doctors and lawyers can’t.
January 30
Life Planning Partners
