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The Elite Eight may be able to provide immediate diversification across more than one asset class.
May 11
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Former advisor Paul Marshall's prison term "will be little solace to the dozen victims who lost their life savings due to his greed and callous concern for their well-being,” the FBI says.
May 11
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Success in financial planning comes down to just three things, says our contributor in his final column. Goal setting is just one.
May 11
Savant Capital Management -
When a prospect asks, “So, what do you do?” the next 30 seconds can change your future. Or not, depending on how you answer.
May 11
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When the CFP Board surveyed members on the stark lack of diversity in the profession, opinions on the root causes of the problem were split along racial lines.
May 11
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The firm says former employee John Lockette agreed to have disputes heard in a private forum when he did not take advantage of an opt-out provision.
May 11
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This debt “can hurt their ability to take on long-term financial planning because they are concerned with reaching a zero point,” says one therapist.
May 11
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Scheduling freedom allows for more time with the kids, say those in the industry.
May 11
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Mutual fund costs have fallen to 48 basis points in 2016 from 77 basis points in 2000 for plan participants, according to data from Investment Company Institute.
May 10
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Alexa von Tobel's startup did many things right, but it was hampered by challenges facing all digital advice providers.
May 10
