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Over time, many couples end up in increasingly unequal roles when it comes to managing their money, simply because one partner defers to another, according to an expert at the CFP Board's Academic Research Colloquium.
February 22
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Finance professor Tom Warschauer calls on the academic research community to improve communication and further understanding of clients' behavior.
February 21
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Artificial intelligence, digital privacy, health care and geopolitics will impact clients in "deeply personal" ways in the next decade. For advisors, that’s a huge opportunity.
February 16
Schwab Advisor Services -
There’s a way to handle negative press about corporate misdeeds, says recruiter Mark Elzweig.
February 15
Mark Elzweig Co. -
Advisors and their clients may not yet realize how much the new regulations dramatically change their strategies.
February 14
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A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.
February 12
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They will have a lot of questions. Here are ways to put the decline into perspective.
February 8
Mercer Advisors -
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I told clients they need a plan. Turns out, I needed one, too.
February 7
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As advisors, we are supposed to be the calm in the storm for our clients — let’s make sure our messaging does that quickly and effectively.
February 5
Retirement Matters
