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There's little on the performance side, but some funds manage to pay out more than others while keeping costs low.
February 1 -
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Whether an advisor should steer clients into currency-hedged international funds is a very close call. Heres how to make it.
February 1 -
Heres how to assemble teams that meet their immediate objectives, but then go on to excel.
February 1 -
When a client moans about not having the hot stock of the moment in her portfolio, here's what to tell her.
February 1 -
A new law ends years of last-minute renewals of the right to make qualified charitable distributions from IRAs.
February 1 -
A FINRA panel ordered the wirehouse to pay a client $95,000 for losses relating to bonds issued by the island commonwealth. By contrast, UBS says it faces more than $1 billion in similar claims.
February 1 -
Despite a law signed in late 2015, advisors who master the arcane rules of Social Security stand to prosper.
February 1 -
When clients begin to decline, advisors should be cautious about family members who might exploit them.
February 1 -
Clients know that profits dont always point up all the time. Dont try and fool them.
February 1 -
Why one planner helps clients with everything from finding long-term care to community resources.
February 1 -
Workers and employers would benefit from a phased retirement, but only one in four workers aged 55 and older have such an option; Plus, clients should avoid being dogmatic about withdrawals.
January 31 -
Filing expected Sunday; advisors expected to receive distributions through retention packages.
January 29 -
Analyze existing information to avoid sending a “please tell your friends about me” email.
January 29 -
An idea from an unexpected source –Rolls Royce–could make it easy for clients to help you.
January 29 -
Pooled employer plans and auto-enrollment gain Senate support, but advisors working with those plans could soon be held to a higher fiduciary standard.
January 29 -
Telling clients what it means to be a fiduciary is vital, but it shouldnt come across canned and wordy.
January 29 -
Advisors may want to stop clients from rushing into this investment during uncertain times, even as it starts to regain lost ground.
January 29 -
A somewhat darker tone could be observed emitting from the ETF.com conference this year.
January 29 -
Some advisors with less than five years in practice have achieved remarkable results. Here are some of their secrets.
January 29
















