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Technology Boosts Young Advisors past Boomer Reps

A recent Fidelity study found that Gen X and Gen Y advisors have $8 million more in assets under management compared to advisors from the Baby Boomer generation. Surprising to even...

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The Rise of Financial Advocacy

Advisors are perfectly positioned this year to reclaim their rightful position as their clients’ true financial advocate. Here’s why: Over the past several years a shift has occurred...

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Before and After: A Closer Look at the Impact of President Obama’s Tax Changes

The year 2013 will see substantial income tax changes. All wage earners are affected in some manner, with those taxpayers earning over $400,000 experiencing the biggest change. Most...

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Who’s Educating Your Clients?

Working with an experienced financial professional offers perhaps the best chance to meet important goals. Naturally, then, a trusted financial advisor is the first person to whom...

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Tax Strategies for Wealthy Clients Post-ATRA

The inception of the American Taxpayer Relief Act at the beginning of this year brought sweeping changes to the American tax system. Lower income brackets were affected when the AMT patch...

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