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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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