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When it comes to being a financial advisor, the more experience—the more years you have on you—the better, right? Not quite. A new study shows that firms should be cautious when bringing aboard advisors heavy on experience.
According to ne...
Remember that iconic headline that appeared in the Chicago Tribune prematurely calling the election of 1948: “Dewey Defeats Truman.” It was not exactly a Nate Silver moment. (See page 44 for more on Nate.) Interesting fact to know and tell: Wi...
Many advisors mistakenly believe that retirement income clients are a diminishing asset, not recognizing that these clients tend to consolidate investments and to be more loyal.
