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$89.00

With Regulation Best Interest (BI) going into effect July 1, what will be the impact on how financial advisors service their clients on a daily basis? Layer on top of that the changes to retirement planning created by the SECURE Act as well as the annual lists from FINRA and the SEC of each agency’s [...]

$19.00

This article appeared in the September 2019 Journal of Financial Service Professionals.

$19.00

This article appeared in the July 2019 Journal of Financial Service Professionals. 

$19.00

This article appeared in the March 2020 Journal of Financial Professionals. 

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$39.00

The college search process has increased significantly in its complexity in the last 20 years. The lack of transparency makes it difficult during a normal time; the pandemic makes it more so. Families tend to do college search the way they did it, but colleges are playing on a different game board now. Poorly understood financial [...]

$19.00

This article appeared in the January 2021 Journal of Financial Service Professionals. 

$19.00

This article appeared in the May 2018 Journal of Financial Service Professionals. 

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