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Seniors who reach the age of 65 and are in good health have the option of opening a Medicare medical savings account.
February 21
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Growth funds have performed best over the past decade, outpacing value funds.
February 21
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Financial Planning Review will represent "an interdisciplinary approach," according to the journal's executive editor.
February 21
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The 84-year-old client wanted to preserve her wealth, but says her advisor made "unsuitable" asset allocations.
February 21
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The Raymond James affiliated firm has been aggressively recruiting from wirehouses in recent months.
February 21
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YCharts targets advisors seeking to shore up their clients' portfolios during a downturn.
February 21
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Planners must make accurate disclosures about their service models, says the regulator.
February 21
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New FINRA rules will help the wealth management industry do its part to identify and prevent elder abuse.
February 21
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Lawmakers agreed to form a congressional committee that would look into multiemployer plans and develop a measure to fix these plans' insolvency woes.
February 20
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The products seek risk and return objectives through factor exposures such as minimum volatility, value, momentum, liquidity and quality.
February 20
