A more efficient setup still allows for personal connection — and for nationwide referrals.
For female advisers, getting into the business — and getting ahead — takes grit, grind and goals but the result is often an exceptional financial pro. <i>Plus, check out the entire <a href="http://www.investmentnews.com/section/specialreport/20130728/WOMEN0728">Women in Advice</a> series</i>
Plan for potential costs in separate pool of money — and stay healthy.
Dinner discussion turns informative as planners open up about behavioral finance.
Experts break down the choices available to investors hit by government shutdown
And the pain spreads beyond federal employees.
Small-business health care plans traditionally have based rates on the average age of employees, so that older individuals in a plan benefited from lower rates if there were many younger employees.
Client outreach is underway for many advisers now that the government is officially shuttered. And the message appears clear: the length of shutdown will dictate its impact on investment portfolios.
