Edgar Online now allows individuals to receive e-mail alerts of the Securities and Exchange Commission's Edgar reports through a new service called Edgar Online Personal. Located at www.edgar-online.com/personal, the service costs $9.95 a month, although a free trial is available at www.edgar-online.com/trial.asp?src=eolpt. Users can supply up to ten variables, including ticker symbol, industry group, filing type, filing category and geography to define information most important to them.
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Medicare now covers weight-loss drugs as part of an 18-month program to expand access. Here's what advisors need to know about the coverage — and what it can save clients in the long run.
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August is National Make a Will Month, but advisors say it's important to urge clients year-round to secure their wishes by keeping wills and estate plans fresh.
August 14 -
Women are projected to receive more than $100 trillion in the so-called great wealth transfer. But their planning needs can differ from men's.
August 14 -
Web designer Bonfire Studio asked ChatGPT for advisor recommendations in five metro markets. The results give advisors more reason to tend to their online presence.
August 14 -
With trillions on the table, advisors who know how to start conversations with clients' heirs risk losing far less than those who don't.
August 13 -
Retirement savers often don't realize what they're paying in fees or how much they can lose by leaving rollover cash uninvested, but advisors can help on both fronts.
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