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Weekend Edition

Clients are inclined to remember steep market declines, but they lose sight of the fact that annual equity market returns have been mostly positive for more than three decades.

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Income planning for the 'constrained' investor

The fiduciary rule, combined with technological advances, will create pressure to compress fees to a degree that could threaten advisers’ lifestyles.

Be prepared for sudden termination

Being able to prove past production means the difference between a great deal and no deal when you're switching firms.

The 4 biggest social media mistakes advisers make

With a few simple tweaks to their strategy, planners can stop making flubs that can hurt their business — or even their personal brand.
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