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Adviser Voices: Jocelyn Wright, managing partner of Ascension Wealth Management, helped create a debt boot camp that she credits with giving clients the means and understanding to tackle borrowing problems.
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When a married couple divorces, advisers should stop working with one of the individuals to avoid a conflict of interest, says trust attorney Melissa Montgomery-Fitzsimmons of First Western Trust in Denver.
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Advisers should help business clients consider and implement corporate 529 college-savings plans, says Demian Penton, founder of Penton Wealth Management. They’re a simple and inexpensive benefit to help attract and retain employees.
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Wall Street veteran Gerald Strid offers a peek into the evolution of wealth management, and wealth-management veteran Norb Vonnegut says his experiences suggest that control over personal success, flexibility in the workplace, and a feeling of camaraderie are the three keys to career longevity.
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Conventional wisdom says a conservative approach to retirement withdrawals is a stock-first strategy. But advisers should consider sequence-of-return risk that could lead to a retiree client outliving their assets.
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Qualified charitable distributions allow people over age 70½ to transfer up to $100,000 a year directly from their individual retirement account to charity. Such a gift counts toward required minimum distributions and isn’t counted as income, but the rules are tricky and advisers should look to guide clients.
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With a large number of government workers now approaching retirement age, advisers can help them tap into a little-known savings vehicle known as a voluntary contribution plan.
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This adviser eared a Retirement Income Certified Professional certification to offer clients added value.
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Focus on people’s goals and family dynamics before you delve into complicated strategies and vehicles to consider, this adviser says.
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Four practice-management experts offer tips to boost a business’s value.
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Selling a financial-advice practice is an emotional undertaking, and sellers may need help keeping their feelings from undermining a deal.
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This adviser found he liked working with divorced and widowed women, but also found a way to broaden that out.
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Today’s financial advisers must overcome obstacles, including unrealistic client expectations, on the road to a well-diversified portfolio that can generate reasonable returns, according to a new survey.
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Nationwide Mutual Insurance is acquiring an annuities company that specializes in fee-based products, a sign of how new federal retirement-savings rules are starting to transform parts of the financial-services industry.
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Adviser Voices: Kevin Ward, senior vice president and wealth-management adviser at Merrill Lynch Wealth Management, suggests sole practitioners consider partnering up to elevate their business and better serve clients.
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Millennial parents are saving more for their children’s college education than older-generation parents, particularly those in Generation X, a striking finding in a survey by the country’s largest private student-loan lender.
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In the inaugural Wall Street Journal/Times Higher Education ranking of U.S. colleges, Stanford is No. 1.
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Practice-management coaches say financial advisers should look before they leap into an existing practice as part of a succession plan because founders may resist exiting the business they started, be reluctant to share revenue or fight any changes to their business.
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California Gov. Jerry Brown approved a bill creating state-sponsored retirement plans for some 6.8 million Californians who don’t have them through their private employers.
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