The Fiduciary Standard is Here to Stay
The Department of Labor’s fiduciary rule has been unsuccessfully challenged in the courts in several instances, but the U.S. Court...
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Now is a Good Time to Talk about Risk
Clients often have an inaccurate perception of risk, which can lead to investment allocations that are not appropriate. Clients...
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Fed Set to Become More Aggressive
The Federal Reserve has a new chairman, Jerome Powell, and his first substantive remarks in his new role included announcing an...
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It’s More than Just Leads
These days, the talk is all about lead generation on Facebook. The right mix of targeting, message and imagery can result in...
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How to Get a Faster Decision from Prospects
The affluent prospect rarely makes decisions in isolation. There may be a spouse, parents or children who are weighing in as well...
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Tips for Sleeping Better on Planes
On a long flight, there’s nothing you want to do more than sleep. Sure, you can watch a movie, read or work—especially since a lot...
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Technologies that Will Make It Easier to Make Money
New developments in technology will have far reaching effects throughout society and industry, and one advantage will be the...
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A Passport is the New Hot Commodity for UHNW Clients
For the ultra-high net worth set, the world is a smaller and more interconnected place. These people regularly do business and send...
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A Monthly Binge with Your Buddies Could Make You Fat
We all enjoy a night out with our friends. But keep in mind: just one night of heavy drinking per month can add up to inches and...
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Questions about Climate Change You’re Too Embarrassed to Ask
There is an ever-growing divide between the scientists who study climate change and the government officials who make climate...
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The Best Classic Cocktails to Order in a Bar … or Enjoy at Home
Sometimes you just don’t want a trendy cocktail full of ingredients you can’t pronounce. And there are certain bars where a classic...
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Create an Impact Investing Message
Increasingly, clients are concerned about the effect their investments have on the environment and society. This is particularly...
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Learning When You Have to Say No
Many of us have been taught from a young age to take others’ needs into consideration before our own. Could that be why...
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The Keto Diet Explained
The latest weight loss fad is the Keto diet, with Kim Kardashian and Halle Barry both supposed advocates. The premise is that by...
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SEC Takes a Look at Fee Transparency
The Securities and Exchange Commission recently released its priorities for 2018, with plans to pay closer attention to the fees...
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It’s the Uncertainty, Stupid
Starting a new job is always stressful, but new Fed Chairman Jerome Powell had a particularly harrowing first day when the Dow saw...
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