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Karen McColl, senior vice president of wealth management at Commonwealth Financial Network, says today’s clients need advisors who serve as holistic financial coaches.
Heather Zack, manager of advanced planning at Commonwealth Financial Network, offers tips on how to use charitable planning to expand an advisor’s client base.
Savvly's new pooled equity index fund has some similarities to a tontine, an investment that pays out at higher amounts as other participants die or withdraw early.
