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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 -
For years, advisors have waffled their way into utilizing social media, but most are failing.
May 10
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This week, IRA expert Ed Slott answers investors questions about the five-year rules for Roth IRAs.
May 10
Ed Slott & Co. -
The tragic apparent suicide of former NFL superstar Junior Seau serves as a reminder to advisors that many of their clients will need more than just investment advice and guidance after theyve retired.
May 8
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Marketing expert Marie Swift says social media sites are one of the best places to build and maintain strong relationships with clients and prospective clients. Here are some tips and advice from the recent Women Advisors Forum in New York to build your brand online.
May 7
Impact Communications -
Your IRA Expert takes on questions about SEP contributions and 457(b) rollovers.
May 3
Ed Slott & Co. -
Every year FINRA sends hundreds of inquiries to firms that are not broker-dealers, including RIA firms, about suspicious trading. How you respond is critical.
May 3
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Financial advisors sometimes puzzle over how to effectively reach and serve black and Hispanic clients. A Vanguard study released recently suggests they can start by drilling home a simple message: emergency savings accounts are a must.
May 2
Financial Planning