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Practice Management

  1. Improving Your Client Communications

    To reach clients effectively, you must expand your communications toolbox with multimedia presentations.

  2. Retirement Plans for Young People: Know Your Choices

    Younger investors may want options for accessing their funds prior to retirement.

  3. Revisiting K-12 School District 403(b) Agreements

    Prudent Investor Advisors' W. Scott Simon analyzes a series of agreements between a large insurance company and a K-12 school district.

  4. The No. 1 Problem Financial Advisors Must Fix for 2015: Clutter

    Clutter keeps you from the level of productivity you need to build your business. Take the time to clear it away.

  5. 5 Biases of 'Accumulator' Clients

    Overconfidence and illusions of control, among other issues, can complicate the investing lives of accumulator-type clients.

  6. The Challenges of Planning for 'His, Mine, and Ours'

    It's a balancing act for blended families.

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