Practice Management
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Thanksgiving Client Appreciation Ideas
For advisors, clients represent a source of financial security for their families, professional fulfillment and close and enduring friendships. For this reason, it is a special time for you to host a client appreciation event for your clients.
The Future Series
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The Future of … How 3D Printing is Revolutionizing Health Care
With 3D printing growing more ubiquitous throughout the economy, here are some of the exciting ways 3D printing is altering the landscape of health care.
Markets and Investments
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Modern Monetary Theory: Voodoo Economics Redux?
There is a whiff of “free lunch” to Modern Monetary Theory; that is, governments can spend money almost limitlessly without consequence. However, this raises some concern.
Industry Trends
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Retirement Confidence Grows
While shortcomings in retirement readiness is a consistent theme of much reporting by general and industry media, EBRI’s survey shows that many Americans are surprisingly hopeful about their own preparation for retirement.
Work/Life Balance
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How to Cultivate a Positive Attitude … in Yourself and Your Clients
Positivity has numerous benefits, ranging from better health and greater happiness to higher income and greater resiliency. Here are five ways to grow and nurture a positive outlook.
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