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Steven Spielberg, Leonardo DiCaprio, Ben Affleck and even members of the Kardashian circle have been hurt by financial fraud. Here’s how advisors have conned celebrities.
March 2
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Global banks including UBS and Barclays have been expanding teams that serve some of their richest clients.
March 1
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Commission officials put the industry on notice about self-reporting: financial advisors must comply or face harsh punishments.
February 28
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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 -
What some clients tried to claim on their tax returns shows they often don't know much about accounting.
February 5
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From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.
February 2
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Solid financial planning is a key component in helping demystify these government programs.
February 2
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It’s time to broaden our understanding — and assessment — of risk composure.
February 2
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Call it the ultimate staycation. Planners offer advice on how to work from paradise.
January 31
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A data firm and a hospital network are betting that advisors can utilize precise cost forecasts for clients' health needs.
January 26
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The new law will affect how financial advisors and clients evaluate the pros and cons.
January 23
