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To recruit more women advisers, industry needs to abandon sales culture
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A new report from Carson Group taps into the knowledge of 59 female financial planning executives.
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IRA trustees wipe out an inherited IRA
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A lifetime of accumulation and growth goes up in smoke because the beneficiaries don’t know the IRA trust tax rules. Advisers can help their clients avoid such colossal blunders
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Nobody Wants to Live in a Nursing Home
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The number of Americans age 85 and older is expected to top 19 million by 2050
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Why bond funds may be riskier than they seem
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Research claims many portfolios are misreported by managers to game rating system
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Lifelong anxiety about money
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How to override your lifelong anxiety about money.
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Merrill Lynch advisers leaving why
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Whether inclined to stay or to go, advisers owe it to their clients and themselves to pay attention to the subtle, but important, changes happening at the company
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What’s Ripping American Families Apart
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At least 27 percent of Americans are estranged from a member of their own family, and research suggests about 40 percent of Americans have experienced estrangement at some point.
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Annuity sales surge 39% in second quarter 2021
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Variable annuity sales surge 55% to $32.8 billion in Q2, marking the highest quarterly sales in that category in nearly six years, according to the Secure Retirement Institute
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Family Lessons Learned From a Decade of Caregiving
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Being a family caregiver is one of the most difficult jobs and one that nearly everyone will have at some point. An estimated 42 million people in the U.S. provide unpaid care to those 50 and older.
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Long-Term Care clients squeezed by rate hikes
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Two impending hikes that would boost premiums for existing CalPERS Long-Term Care insurance customers by 90% make coverage hard to justify, one policyholder said.
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