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Expert Views

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Work Your Core: Delivering An Exceptional Investment Experience

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Understanding clients' attitudes toward their investing is crucial for building robust advisor-client relationships.

Rising Commercial Insurance Premiums And Increasing Exclusions--What Can You Do?

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The 831(b) plan can eliminate gaps in coverage and mitigate premium costs for business owners.

Illegal U.S. Border Crossings Aren't Really Breaking Records

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Most of the people crossing the border illegally turn themselves in and apply for asylum.

Embracing The Evolution Of Female Breadwinners: Implications For Financial Advisors

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Financial advisors play a crucial role in supporting and empowering female breadwinners to achieve their financial goals.

A Big Question For Small Advisors--Why Sell Now?

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Here are some questions to consider if you are an owner of an RIA with $500 million or less in client assets.

Should 'Expat' Retirees Worry About Their Social Security Benefits?

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Social Security benefits for U.S and Non-U.S citizens retiring in other countries depends on several factors.

Different Responses To That Common Advisor Question

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Here are some unexpected answers to the common advisor question: How's business?

Women Achieve More By Working In Teams That Foster Collaboration, Support

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Empowering women to collaborate in groups or teams allows them to progress more rapidly and succeed as financial advisors.

Sponsored Content: Your Clients Are Not Impressed. Here's What To Do About It.

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A deep discovery process can differentiate your practice from the rest.

Free Tuition Is No Panacea For Medical Schools

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A $1 billion donation will make Albert Einstein School of Medicine free, but more systemic changes are necessary.

Engage The Next Generation With 529 Plans

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A 529 plan can be used as a multigenerational tool that supports client retention and acquisition.

Avoid These 14 Mistakes That Alienate Wealthy Individuals

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Prospects will view you with suspicion if you're just trolling for clients.

Is The End Near At The Wirehouses?

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The headlines, reports and data all seem to indicate that the model is tagged for extinction. But is that really the case?

Pandemic Homeowners Are The New Envied (and Hated?) Elite

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The high inflation and rock-bottom mortgage rates of just a few years ago created a different form of inequality.

Large Acquired RIAs Are Losing Clients, Advisors At An Alarming Rate

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Staff turnover has an insidiously harmful effect on advisory firms.

The Great Resignation Is Now The Big Stay

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U.S. workers are changing jobs less frequently, easing pressure on the hot labor market.

Stress Testing And The Volatility Opportunity

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Stress testing financial plans can be a very smart way to help ensure that those plans will deliver as promised.

California Mints Millionaires Faster Than They Can Leave

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New IRS data show the state's share of U.S. taxpayers making $1 million or more rose from 2019 to 2021.

Sponsor Insights: Without Representation in Financial Services, Women are Unheard, Misunderstood and Left Playing Catch-up

by Gina Riepel, Vice President, Strategic Partnerships, TruStage

Female representation in the financial services industry is lacking and many women feel unheard or misunderstood by their financial professionals.

It's A Good Time To Be A Working Woman

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The jobs market has undergone some big changes that favor women, though they could also make women more vulnerable.

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