Research Contributing Editor David Drucker, CFP, is an expert on technology and other aspects of the financial-services industry. He spoke recently about important changes in the industry with Marie Swift, president of Impact Communications and the monthly author of the magazine's "Focus on Financial Planning" column. Their discussion touches on practice management, the role of broker-dealers and the future of RIAs.
Despite brighter equity prospects outside the U.S, your clients may be underinvested in international and emerging markets equities. Help them take full advantage of non-U.S....
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