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Most RecentPaperwork Mistakes: 7 Ways to Stop Losing Money on NIGO
Learn the high cost of not-in-good-order paperwork and how to avoid it. There's even more at stake than you may realize.
Most RecentMarch 2015 CFP CE Test
Most RecentIncorporating Long-Term Care in Retirement Portfolio Planning
Clients are sometimes shell-shocked when they look at long-term care investment options. Smart advisors must be able to effectively communicate the importance of long-term care when creating a retirement portfolio but also be sensitive to their clients’ pain threshold.
Get access to premier resources including National Underwriter Advanced Markets and Tax Facts offer ing practical guidance and actionable information on a wide range of topics from a team of expert authors.Professional Library
Most RecentRegulatory Oversight of Investment Advisors
Although the regulatory environment is in a state of flux, it is imperative that RIAs adhere to their compliance obligations. To ensure compliance, RIAs and IARs must fully understand what those obligations are.