Can You Benefit from Integrated Client Facing and Marketing Technology?
Several months ago, Linedata and Aite released a joint report on the factors that are driving and disrupting the financial services...
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Justice Department behind DOL Rule
At the beginning of July, the U.S. Justice Department filed a brief with the Court of Appeals arguing that the Department of...
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Keys to Preserving Wealth through Generations
If you want to help your high net worth clients pass on their wealth while preserving tranquility in the family, there are some...
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The Challenges of Early Retirement
Many people dream of retiring early and shaking off the dust of the corporate life to see the world. But those who retire in their...
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Become an Irresistible Conversationalist
We all know (and likely envy) one of those gifted people who can talk to anyone. They’re rarely alone, as no conversation with them...
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VPN Keeps Your Online Activities Private
Today it seems like everyone knows our business. You go to Amazon to look at hiking boots. Within minutes, ads for hiking books are...
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The Link Between Boredom and Creativity
For those of us older than 35, it’s likely that we have memories of intense boredom when we were kids – the interminably long days...
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Season Your Food without Using Salt
Salt is one of the most common seasonings we use on our food, but too much sodium can be detrimental to the health, particularly...
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Airport Security Set to Increase
Although recent fears of a complete ban of electronic devices onboard aircraft have not come to pass, the Department of Homeland...
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Some Type I Diabetics Still Produce Insulin
Type I diabetes is a condition in which the body fails to produce insulin. However, new research has shown that not all sufferers...
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What Americans Like Doing Best on Vacation
It’s summer and we’re all dreaming of vacations. Swimming at the beach, fishing on a fresh water lake, hiking in the mountains, or...
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Know What Medicare and Medicaid Won’t Cover When it Comes to Long-Term Care
According to a RICP survey (Retirement Income Certified Professional), 70% of people 65 and older will need long-term care at some...
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Startups Trying to Increase Interest in Life Insurance
With 37% of Americans without life insurance due to the perceived cost, there is an opportunity waiting to be tapped. A variety of...
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Working with Gen X Clients
Lately the focus has been on millennials, and how their politics and habits affect the economy. There’s also been much discussion...
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How Risk Assessments Fail Clients
Implementation of the Department of Labor’s fiduciary rule has put financial advisors under more pressure than ever. Now they are...
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A Short History of Ice Cream
While ice cream is a welcome treat any time of the year, it’s especially refreshing during the hot summer months. It’s said that...
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