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Financial Planning

Meet Your Next Manager: A Millennial

In 2015, millennials took over as the largest generational group in the United States workforce. By 2020, millennials, generally described as those ranging in age from 18 to 35...

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Financial Planning, Philanthropy

Philanthropy, Assets Under Management and the Business Case for Investment Advisors

Often investment advisors are held back in serving the client's philanthropic inclinations by the fear – partly justified – that significant gifts to charity will come at the...

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Financial Planning

Social Media: Adventures in Life-stage Marketing for Financial Advisors

Consider the typewriter. The clunky, mechanical device — and the White-Out and retyping inevitably needed to draft anything on one — harkens back to another era in technology....

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Financial Planning

Does Tax Reform Threaten The Viability of Nonqualified Deferred Compensation?

Nonqualified deferred compensation has been an essential tool in assuring an appropriate retirement income for executives. The rules under ERISA and the Internal Revenue Code...

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Financial Planning

Appointing a Digital Fiduciary for Your Clients’ Digital Assets

Discussing difficult subjects like death and incapacity are often unwelcome yet incredibly necessary client conversations. Perhaps one way to ease into these difficult topics...

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Financial Planning

News and Events that Profoundly Impacted Financial Services in 2016

The most significant event of 2016 was arguably the U.S. presidential election. Aftereffects have immediately and materially impacted the financial sector and will continue to...

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Financial Planning

Make Goal-setting a 2017 Resolution and Watch Your Practice Grow

Goal-setting is an important exercise in defining the direction and outcomes of your business practice. Professionals and companies who set and document defined goals are more...

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Financial Planning

How To Use Special Needs Trusts to Serve Families in Need

Nearly 60 million Americans are living with a disability, 6.5 million of whom are children and young adults that will require the support of a caregiver throughout their...

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Financial Planning, Philanthropy

Financial Advisors: 4 Steps for Prospecting within the Philanthropic Community

When questioning how they can increase revenue, many advisors have heard the phrases “see more people” and “see better people,” especially if they’re familiar with the Al...

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