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This week, IRA expert Ed Slott answers readers questions about penalties on nonqualified distributions.
May 24
Ed Slott & Co. -
Paul de Sousa, executive vice president for Bullion Management Group, says that while gold continues to be a popular investment for investors looking to protect themselves from inflation, advisors need to make sure their clients are actually getting what they think theyve paid for.
May 22
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Legacy expert attorneys Danielle and Andy Mayoras say the saga surrounding the estate of one-time child TV star Gary Coleman provides yet another learning opportunity for advisors and their estate planning clients.
May 21
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This week, IRA expert Ed Slott answers readers questions about consolidating IRAs and the tax implications of 401(k) withdrawals.
May 21
Ed Slott & Co. -
There are two types of independent financial advisors: the income statement entrepreneur and the balance sheet entrepreneur. Steve Sanduski asks: which one are you and why?
May 17
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Advisors have the right and should be concerned about using social media. If you have someone in your corner, someone who knows social media and what life is like as an advisors, you should have confidence that you can execute a social media marketing strategy, gain brand awareness, cement relationships with existing clients and gain new ones that will be happy their advisor communicates with them in the medium they like.
May 17
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Marketing expert Marie Swift explains how an automated process can help you create a conversation and keep the connection alive until your prospects are ready to wade into the water with you.
May 16
Impact Communications -
Legacy expert attorneys Danielle and Andy Mayoras say advisors can point to the bigamy scandal surrounding actress Reese Witherspoons family as yet another example of why its so important for clients to have their estate planning and legal affairs in order.
May 15
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Investors may not realize that recent higher dividend trends bode well for investment returns
May 14
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It looks as if the BRICs have seen their best days, but what's next?
May 11
On Wall Street