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Figuring out how to advise clients facing an uncertain future is a core part of every planner's job.
February 1 -
Investors gravitated toward certain equity mutual funds in the last quarter, and fixed-income funds put in a respectable performance, as well.
February 1 -
Planners and clients may worry about losing tax cuts this year - but they can also take action.
February 1 -
Don't let a simple maze of paradoxes slow down the growth of your RIA practice.
February 1 -
Charitable giving is something advisors should be thinking about and discussing with clients all year long.
February 1 -
Learning how to mine your past through a well-crafted story that tells a lot about what you believe can help you attract and keep clients.
February 1 -
Investors who benefit from rising gold prices may find unexpected pitfalls in the tax code.
February 1 -
New companies provide money to help high-net-worth clients get their fair share when a marriage ends.
February 1 -
People are focused on the short-term aspects of life. So for retirement planning, advisors need to engage in a new conversation that is relevant to life today. And a lot of that will revolve around health issues and their costs.
February 1 -
Michael Alexander and his daughter Brandy Sorenson both draw from previous careers (Navy and nursing) to help their credit-union clients.
February 1