family caregiver
Advising a Caregiver? They Need Your Help, Survey Finds
Nov 20, 2018
Medicare and long-term care anxieties can debilitate caregivers; with the right knowledge, advisors can take care of the caregivers.
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A Financial Advisor’s Duties Dealing With GDPR
Nov 19, 2018
Many firms are dragging their heels in complying with GDPR. The penalties for doing so can be quite severe.
The Avengers
Seven Elder Planning Lessons From the Marvel Universe
Nov 16, 2018
Using popular characters to tackle an unpopular issue.
computer trading desk
A Hybrid Approach to Enhancing the Advisor-Investor Dynamic
Nov 15, 2018
Rather than viewing digital tools as a threat, advisors can capitalize on them to build client relationships.
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Advisory Firms With the Most—and Least—Satisfied Clients
Nov 15, 2018
Overall customer satisfaction with financial advisors has dropped, according to the latest ACSI.
Zach Teutsch
Michael Kitces’ #FASuccess Podcast: Why Zach Teutsch Talks Politics With His Clients
Nov 13, 2018
Values Added Financial founder Zach Teutsch goes against everything financial advisors are trained to do: never talk religion or politics with clients.
wedding rings and money
A Wealth Planner’s Guide to Prenups
Nov 10, 2018
Encourage clients to craft an agreement together to manage wealth disparity in marriage.
thirtysomething tv show
The Advisor at 40
Nov 08, 2018
Taking a look forward and back.
wine tasting
Five Smart Investments You Can Make in Your Business
Nov 08, 2018
The more time and money you invest in your business and investing in the right marketing activities, the more business you will bring in.
mythbusters
Busting Four Myths About Independence
Nov 07, 2018
You gotta have faith.
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