With the passage of the JOBS Act of 2012, effective in May 2016, small businesses can now raise capital through online solicitation of investors or crowdfunding. In essence, the general public can now directly invest in start-up and emerging companies.
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As your clients’ priorities evolve from outperformance to preserving retirement income, you may find that indexed annuities satisfy their changing objectives. Read this post to learn what clients will benefit best and how the indexed annuities work.
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In a recently completed study commissioned by Forbes2, the relationship that younger investors have with technology will need to be accounted for if advisors hope to develop lasting client connections.
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Smart beta is a general term for investment strategies that use mechanical index construction rules that differ from traditional market capitalization-based indices.
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Advisors need to educate their clients to this looming challenge and communicate strategies to meet it, such as saving more, contributing to Health Savings Accounts and purchasing long-term care insurance.
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