The tour was announced at NAPFA's mid-May national conference in Long Beach, California, during which the fee-only group celebrated its 25th birthday with what conference chair John Ritter said was its largest-ever national gathering, with 541 advisor attendees. During the meeting, NAPFA's leadership reviewed its priorities for the year, including a renewal of its Focus on Fiduciary marketing campaign.
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These articles from IMCA's Investments & Wealth Monitor focus on tax-aware investing including a look at the trinity of asset location - taxes, returns, and...
This variable annuity has an M&E of just 0.45% - that's 65% less than the industry average.
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Due to the recent legislation changes to the rules and filing options for Social Security, determining a filing strategy for your clients is now even...
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Join MetLife in an informative seminar that will help you grow your business and provide a differentiating client experience.
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Consumer behavior has shifted challenging advisors to change how they run their business by adopting new technology that allow them to focus on increasing client...