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Best practices for investing in the right technology solutions

Financial advisors have more technology options today than ever before. But for technology solutions to work well, they need to be fully integrated with the advisor’s platform. The best technology solutions will enable you to scale, add new components as your needs change, and enable...

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Next Generation: How to retain assets when transferring wealth to clients’ children

Consider this: over the next 30 years, $30 trillion is expected to be passed down from baby boomer parents to their Generation X (1965-1980) and Generation Y/millennial (1981-2000) children.[1] And 66% of those children do not retain their parents...

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How to communicate to clients during this presidential election season

  • 26% of Americans indicate they’ve become more cautious with their money as a result of events surrounding the 2016 presidential campaign.Bankrate Money Pulse Survey, 2016
  • 70.3% of advisors polled by Financial Advisor magazine...
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Easy ways to improve your website

One of the primary goals of your website is likely to make connections with prospects who will eventually become clients. It’s also likely that you put your website together years ago and have made few, if any, changes to it over the years. You keep thinking how you need to update your...

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