MFXFeeder

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RETIREMENT RETIREMENT PLANNING JUL 21, 2013
Optimizing the use of GRATs

The grantor retained annuity trust is a very popular vehicle that's used in estate planning and wealth transfer.

INVESTING ALTERNATIVES JUL 19, 2013
Hedge funds benefit insiders only

NEWS OPINION JUL 18, 2013
Finra rule change increases transparency

RETIREMENT RETIREMENT PLANNING JUL 17, 2013
Retirement: From theory to reality

INVESTING FIXED INCOME JUL 14, 2013
Learning to ditch the training wheels

NEWS OPINION JUL 14, 2013
Allowing ads will entrap many investors

YOUR PRACTICE FINTECH JUL 12, 2013
How social-media platforms stack up for the advice business

Which social-media platform works best for advisers? Kristin Andree evaluates the big five.

INVESTING FIXED INCOME JUN 27, 2013
The many perils of munis

The muni bond market can be fertile investment ground but advisers need to watch where they invest. Why? Exhibit A: The SEC's suit against Harrisburg, Pa.

YOUR PRACTICE PRACTICE MANAGEMENT JUN 18, 2013
Strategic succession planning

NEWS OPINION JUN 16, 2013
Once brokers are out, keep them out

Like a bad penny, reps who've been kicked out of the advice business keep reappearing on the scene.