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Practice Management

  1. The Three Myths of Mobile Technology for Advisors

    It’s time to bring the full power of mobile technology to financial services, writes Morningstar's Mike Barad.

  2. Behavioral Finance and Retirement

    As the definition of retirement evolves and responsibilities shift from corporations to individuals, managing investor behavior will be key to success for advisors.

  3. A Checklist for Leaving Employment

    Consider all angles before you press the 'rollover to IRA' button.

  4. Inheriting an Inherited IRA: A Most Confusing Scenario

    Rules on inherited IRAs are well-known, but inheriting an already-inherited IRA can get sticky.

  5. Time to Reboot

    In our business, the emotional toll can be heavy.

  6. Managing Money and Happiness

    Donna Skeels Cygan sees a connection between financial health and well-being.

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