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The Federal Reserves first interest-rate increase in almost a decade cant come soon enough for ETF providers such as WisdomTree Investments.
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Help clients deploy their RMD funds to cover both expenses and taxes.
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The team made the move in part to be able to grow in new directions, says senior financial advisor Tommy Boyd.
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Paul Reilly says there is little question the law will pass, but he hopes the restrictions are more workable and the rules more clear on what financial products are restricted.
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Louis Papa maintains round-the-clock, uninterrupted communication with all of his clients, which is possible because he only serves around 60.
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Being a financial advisor looked interesting, and I realized I could help people, says Brain McGinnis, a former Florida deputy sheriff turned financial planner with the help of a super OSJ firm.
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Advisors have invested a significant amount of sweat equity in their books. Why not tap that resource to fund their own retirement?
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Currency-hedged ETFs give advisors lacking experience in this area an option.
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There is a large gulf between some of the overly simplistic applications on the market today and those that are much more comprehensive; RightCapital could occupy the middle ground, columnist Joel Bruckenstein says.
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There are big payoffs for advisors who plan carefully.
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When older clients want to relocate, they must consider the cost of housing and health care, as well as taxes.
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With one-third of advisors expected to leave the industry in the next ten years, young advisors see an opportunity to pick up another book of business. But at what price?
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Help your clients avoid a double-tax whammy by reporting nondeductible IRA contributions.
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As technology grows more complex, advisory firms must ramp up their expertise.
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How one firm helps advisors map out a plan 10 years before retirement.
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Banks are under pressure to keep their top-producing advisorshere's what they're doing about it.
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Advisor Hugh Johnson has a simple focus: provide near-market performance with less volatility and risk.
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With close to half of all bank advisors near retirement age, how are banks planning to replace them?
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More advisors are affiliating with larger firms through richly resourced super OSJs that offer a close-knit working environment.
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The first 100 days is crucial to establishing a strong relationship with new clients that will pay off for years to come.
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