Positioning yourself as an expert on a particular niche of financial planning is a great strategy, but how do you convince others of your acumen? Our panel of experts have some tips.

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The standard method of projecting a client’s spending pattern may have them saving too much.

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Some financial advisors are taking their social media efforts beyond the basics to highlight personality, not just marketing messages.

REITs and exchange-traded products returns lag

Two different viewpoints on real estate come from the exchange-traded fund industry.

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