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This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.January 14
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The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.January 13
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Planners — and RIAs that want to hire them — have faced hurdles tied to client solicitation rules.January 13
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A succession strategy doesn't have to be set in stone, writes columnist Carolyn McClanahan.January 10
Director of PlanningLife Planning Partners
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Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.January 10
Chief Investment OfficerMomentum Advisors
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The accounts will be managed through Wealthscape, allowing advisers access to their client’s finances to help manage rising healthcare costs.January 9
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Sixty percent of advisors cited estimating health care costs as one of the biggest headaches when helping retirees plan for the future.January 3
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While advisors have embraced cheaper trades, the move may have long term effects on strategies for client portfolios.January 2
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With astute maneuvering, advisors can add money to a clients’ college-fund kitty without jeopardizing financial aid.January 2
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