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People will start working into their 100s and enjoy it, Gen Z and millennials are in love with their phones, and young adults want personal-finance advice.
Steven Peiken, the new co-head of enforcment, held as much as $9 million worth of stock and William Hinman, the SEC's director of corporate finance, represented big banks and technology companies.
Clients who are unduly risk averse feel they have little control over their financial fate—and so opt out of making any move. Here’s how one longtime advisor helped his clients overcome their own mental roadblock.