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Female Financial Advisors Show High Productivity
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04/23/14
Female advisors are showing “amazing productivity,” according to a retirement industry executive. In fact, their productivity is “even better than the male advisors.” The comment came in response to a …


Bryn Mawr Trust Weekly Market Summary April 21, 2014
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04/23/14
Last week global equity markets reversed the previous week's losses with sharp moves to the upside. Equities benefited from the change in investor sentiment, finishing on average about 2% higher. The …


The New Frontier of Estate Planning
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04/23/14
Make more, save more. Whether helping clients build wealth or preserve it, financial advisors share a common goal: money in clients’ pockets, rather than Uncle Sam’s coffers. While estate planning is …


Supreme Court Ponders Changing the Rules on Nonspousal Inherited IRAs
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04/23/14
The rules of the game may soon be changing for some clients who have planned to use traditional IRAs as estate planning vehicles, pending the Supreme Court’s decision in a case that could expose all n …


Sage Scholars Tuition Rewards - A "Loyalty Points" System For Providing Wealth Management Services?
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04/23/14
As financial planning and wealth management become increasingly popular, advisors are increasingly experiencing a "crisis of differentiation" where it's difficult to distinguish themselves from the co …


RECENT AND UPCOMING EVENTS

Apr 23, 2014 Audio/Web Conference
Helping Irrational Clients Make Rational Decisions
Harold Evensky, CFP, AIF
Cognitive factors that affect financial decision making.


May 21, 2014 Video Teleconference
Estate Planning for the Modern Family
Case Studies in Life Experiences
Planning strategies for non-traditional marriage unions.


Jun 10, 2014 Sponsored Education Online
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