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What's the best move you can make on behalf of older clients this month? Hint: It has nothing to do with the money you manage for them.
But you may be able to help senior clients save thousands of dollars in out-of-pocket health care costs by en...
With overall headcount in the IBD channel declining, big independent b/ds are offering more products and better services to attract advisors with bigger books and help their own reps grow faster.
Clients with too much home equity and not enough retirement money can take advantage of record-low rates to shore up their savings and cut down their taxes.
We try to avoid politics in this journal, but this month we couldn't help it. Kristen French, our features editor, ventured downtown to Zuccotti Park and interviewed several protestors for the back page of this issue. (See page 112.) Kristen...