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For developers of retirement calculators, it’s something of a Holy Grail: a system that not only helps investors figure out how much they’ll need in their golden years, but adequately factors in health care costs as part of the daunting calcul...
Weather reports are notoriously wrong. No one’s escaped grabbing an umbrella only to find clear skies all day, or bringing the jacket on the day temperatures soar to unseasonably warm.
When meeting a potential client, looking prescient on ...
Advisors who manage client portfolios can now benchmark themselves against each other, as the firm rolls out a suite of new tools aimed at making investment returns a top priority for clients. That may make some clients happy and some advisors...
Security has gone mobile, with software, services and apps that can do everything from wipe a device if it’s stolen to making it practically shout for help if lost
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Advisor interest in social media is accelerating across multiple channels, new research by Registered Rep. shows. The two polls of more than 1,400 Rep. readers conducted just six months apart in September 2011 and in March 2012 showed the share of...
With better performance, lower costs, and real human beings on call to give advice, direct investment platforms’ managed accounts are winning more $1 million clients.
