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What Trump Could Do to Your Clients' Retirement
Dec 05, 2016
The new administration could delay the implementation of the fiduciary rule.
Title CEOTotal 2015 Compensation 66 millionTotal 2014 Compensation 6 million2015 Bonus 43 million2014 Bonus 35 million
Raymond James Has a New Chairman
Dec 05, 2016
Paul Reilly to replace Thomas James as Raymond James' executive chairman, millennials could redefine retirement and hybrid robos are flourishing.
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Six Tips For Depression Era Trusts' Judgment Day
Dec 02, 2016
Consider six issues to help families prepare for termination
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Should Your Employer Go Full Robo on Your Retirement Savings?
Dec 02, 2016
Betterment for Business now has more than 300 companies on board.
Sean Parker
A Few Billionaires Are Turning Medical Philanthropy On Its Head
Dec 02, 2016
What Sean Parker, Mark Zuckerburg and Sandy Weill all have in common.
Running the Numbers on Longer Lives Inforgraphic
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[INFOGRAPHIC] Running the Numbers on Longer Lives
Feb 08, 2017
As average life expectancy continues to rise, old assumptions about aging no longer hold. Your clients will have to plan for longer retirements, with potentially higher health care costs, and it's up to you to help them shift their expectations.
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2016's Best and Worst Cities for Financial Stability
Dec 02, 2016
Whether it's making a decision on where to spend retirement or finding how far a buck will go in one city compared to another, the financial impact of relocating is an important consideration for any client looking for a change of scenery.
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