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The College

10 Award-Winning Millennials Who Provide The Disruption Financial Services Needs

Ten of the brightest young minds in financial services were awarded the 2017 Millennial Advisor Award by The American College of Financial Services. This cohort of men and...

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Wealth Management

Simulations: The Future of Wealth Management Education

Why do big clients walk away, and what can advisors and their firms do to hold on to important high-net-worth clientele? The difference between keeping a big client and...

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Retirement, Retirement Blog Series

Current Trends in Executive Compensation

The financial services profession offers many opportunities for advisors to help add value for their clients. When working with companies, establishing executive compensation...

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Retirement, Retirement Blog Series

Comparing Asset Allocation Approaches in Retirement Income Planning

An important issue in retirement income planning is choosing and adjusting the retirement portfolio’s asset allocation over time. With retirement income planning, the goal is...

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Financial Planning

3 Prospecting Principles That Pave The Way To A Rewarding Financial Services Career

For those new to the financial services profession, perhaps the biggest challenge is finding people to talk to about your products and services. The No. 1 reason why agents and...

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Financial Planning

The Impact of 10 Cognitive Biases on Clients

The field of behavioral finance attempts to describe what most of us know intuitively – people do not always make rational choices. Why not? It’s part of being human. The...

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Retirement

Essential Steps for A Smooth Retirement

Retirement is more than just a change in work status – it’s a major metamorphosis that touches every dimension of an individual’s life. Yet, too few Americans have financial...

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Financial Planning

5 Ways Education Deepens Client Relationships

Today’s clients want financial advisors to do more than just assist with investment and asset management. They also seek advisors who can help them learn to use financial...

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Retirement, Retirement Blog Series

Military Personnel Face Critical Decisions as the “Blended” Retirement Program Approaches

This post features a comprehensive discussion of the current military pay system as well as a description of the substantial changes that become effective for active military...

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