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Practice Management

  1. Do-It-Yourself Waiver of Rollover Deadline

    New self-certification procedure will enable some investors to issue their own hardship waivers of the 60-day rollover deadline.

  2. The Future and the Past of Performance

    It doesn't take a crystal ball to know that more expensive non-institutional share classes will underperform lower-cost, but otherwise identical, institutional shares after fees.

  3. Why I Hated Prospecting

    And a surprising solution for acquiring new clients.

  4. Hindsight Bias: Hazardous to Clients' Wealth

    Clients' tendency to fill in the gaps or suppress poor decisions often prevents them from learning from the past.

  5. 12 No-Tax and Low-Tax Retirement Plan Distributions

    If a recipient qualifies for one of these deals, the distribution may be taxed more favorably than as a 100% taxable chunk of ordinary income.

  6. Can Skype for Business Replace Your Firm's Phone System?

    With new functionality added to Skype for Business, current Office 365 subscribers now have a turnkey business-class phone system available to them at a competitive price point.

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