Proponents of liquid alternatives (alts) build a strong case for including these assets in defined contribution (DC) plans either as part of a custom solution or as an individual option. Neuberger Berman’s David Kupperman and Scott Kilgallen...
An advisor’s firsthand account of what it feels like to lose a dear client in the worst possible sense—death—and then watch their family abandon over a decade’s worth of thoughtful financial work by choosing another advisor thereafter.
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You have an appointment with a client who has already elected Social Security and now realizes he made a mistake. Beneficiaries have four options for changing or altering their benefits.
