How to Capture the Record Amount of Money in Motion
In 2015, assets held by affluent Americans, or those with $100,000 to $10 million in investable assets, grew at a stately 2%. This...
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Get Rid of the Bad Apples and Make Your Practice Take Off
Avoid the troublesome clients likely to rain on your parade, and you’ll have more time and energy to devote to working with the...
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Will Robo-Advisors Replace the Human Touch?
Once advisors feared that robo advisors could threaten their business. But today, there is a growing opinion that a hybrid model of...
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The Way You Save for Retirement is about to Change
Have you been thinking about rolling your 401(k) into an IRA or buying an annuity? Things may be a bit different now, as the...
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The Experience is the Key to the Client Meeting
Modern technology has changed the way consumers interact with many types of businesses, but working with a financial advisor is...
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What is a Ketogenic Diet?
Ketogenic diets are intended to send the body into “ketosis” by severely limiting carbohydrate consumption. KDiets like Atkins...
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Why Can’t We Get over Social Security Numbers?
Our social security numbers follow us everywhere. Want to check your car lease information? Look it up by your SSN. Forgot your...
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Tips for Teaching Children about Money
Planning and saving for your child’s future won’t ensure their ultimate financial success if you don’t teach them to manage their...
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Investing Myths People Still Believe
Information on investing is all over the Internet, and there’s never been a time more conducive to finding accessible and reliable...
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Best New iPhone Apps
Part of the fun of having an iPhone is all the apps. Popular Mechanics looked at apps that do everything from navigation...
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Cocktails for a Broiling Summer Day
Right now it seems like spring has been prolonged this year, and we haven’t had any really scorching weather yet. But don’t be...
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The Best Gifts for Dad on Father’s Day
Father’s Day is coming up on June 18, and it’s time to think about finding the perfect gift. But what do you get for Dad? It can be...
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How’s Your Client Retention? You Need This Client Appreciation Strategy
Business development activities are crucial to your business, but in the rush to transform prospects into clients, don’t forget...
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What Happens to Your Body When You Get on a Plane
Unless you’re in business or first on a non-budget airline, flying can be a complete horror. But even if you’re sipping champagne...
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How to Speed Up Life Insurance Payouts
When a loved one passes on, the bereaved family has more than enough to endure without unexpected financial worries as well...
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Are You Eating Fake Fish?
Taro Kobayashi owns a sushi restaurant in Eugene, Oregon. His tiny (seating for only 19) restaurant serves the best sushi around...
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