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An advisor whose family has been “irrevocably harmed by police brutality” calls on industry peers and their clients to spark positive change.June 3
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Advisor Zaneilia Harris has come to a bleak conclusion.June 3
CFP, PresidentHarris & Harris Wealth Management Group
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Evenings on the town are being replaced with conference calls, online concerts and care packages.June 3
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Everything from compliance to admin work is part of the job, and advisors have to “figure this out by themselves or find a third party,” a planner says.June 2
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The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.June 2
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Early withdrawals from retirement accounts may be unavoidable in today’s economic climate. You can help mitigate the damage.June 2
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Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.May 31
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The firm experienced record call volumes earlier this year.May 28
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Videoconferencing tools have helped us feel less isolated during the coronavirus lockdown, however protecting private information can’t be overlooked.May 28
President and founderEmpyrion Wealth Management
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The SBA’s form clarifies some issues, but still leaves questions to be answered.May 27
