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Weekend Reading for Financial Planners (October 14-15)
Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the announcement of the annual Social Security COLA (cost-of-living adjustment) for 2018,...
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2017 Financial Advisor Compensation Trends And The Emerging Shortage Of...
After years of tepid increases in the average compensation of financial advisors, the latest bi-annual industry benchmarking studies from both Investment News and FA Insight reveal that the industry’s...
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#FASuccess Ep 042: Building Group Financial Wellness Classes To Expand The...
Welcome back to the forty-second episode of the Financial Advisor Success podcast! My guest on today’s podcast is Carol Craigie. Carol is the co-founder of Fiscal Fitness Clubs of America, a financial...
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What Is The Optimal Shape Of Retirement Planning – Curve, Triangle, Or...
As the retirement research has evolved over the decades, so too have the “optimal” retirement strategies, and the entire approach to the retirement planning process itself. In the early years, optimal...
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TD Ameritrade Sells Out NextGen Advisor-Client Platform By Replacing 84% Of...
The growth of ETFs in recent years has been nothing short of extraordinary, with more than $3 trillion of ETF assets in the US, and ETF adoption amongst advisors rising rapidly from just 40% a decade...
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Weekend Reading for Financial Planners (October 21-22)
Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with a slew of major RIA custodian and broker-dealer news stories, including the decision by TD...
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The 13 Best Conferences For Financial Advisors To Choose From In 2018
Michael Gerber’s famous business book “The E-Myth” points out that most small business entrepreneurs struggle because they spend all of their time working in their business, and too little time working...
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#FASuccess Ep 043: Navigating The Internal Succession Planning Turning Point...
Welcome back to the forty-third episode of the Financial Advisor Success podcast! My guest on today’s podcast is Marty Kurtz. Marty is the founder of The Planning Center, an independent RIA based in...
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Spousal Rollover And Stretch Rules For Inherited Traditional And Roth IRAs
The key benefit of specialized retirement accounts are their tax preferences – from the upfront tax deduction and tax-deferred growth of an IRA or 401(k), to the opportunity for tax-free growth from a...
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Why The New SIE Exam Is The Wrong Track To Become A Financial Advisor
Many financial advisors getting started in their careers have historically faced the same conundrum: In order to get started with a broker-dealer, you needed to pass your Series 6 or Series 7 exam....
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Weekend Reading for Financial Planners (October 28-29)
Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the big buzz in the advisory world this week… a major feature article in the Wall Street...
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