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The judges sought innovations that would make a lasting impact on the business of financial advice. We found them.June 22
Former CEO of Advisor SolutionsBNY Mellon/Pershing -
Most planners have navigated major market events before. Others, like me, have not yet seen anything like this in our adult or professional lives.April 3
Financial Planner, Life Planning Partners
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Seniors should focus on what they can control — such as their reaction to market volatility and their long-term savings.March 30
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The actions include cutting the federal funds rate to between 0% and 0.25% and other steps to ease economic stress from the spread of the coronavirus.March 15
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The country’s biggest RIA has already lost nearly $1 billion after its founder made inappropriate comments.October 16
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What are the best strategies for clients looking to tap assets while minimizing penalties?October 11
Founder and PresidentWealthWise Financial Services
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Planner Greg Phelps, one of the project volunteers, survived the shooting by sprinting across the concert grounds while bullets slugged into the ground.April 6
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Alan J. Foxman looks into his crystal ball and predicts authorities will focus on these key areas.December 26
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When disaster struck, Titus Wealth Management used one tool to find all affected clients in 15 minutes.November 21
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When disaster struck, this tool helped Titus Wealth Management find affected clients in minutes.November 1
