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A majority of the five-member Securities and Exchange Commission (SEC) appears in favor of developing uniform fiduciary standards for stockbrokers that are in line with rules governing registered investment advisors...

 

The aging of America has become a financial reality for families caring for parents and other family members dealing with age-related issues...

 

For many older Americans, borrowing money to further their professional opportunities was the source of their financial unraveling...

 

Segmentation strategies allow advisors to tier services with the goal of generating more revenue per client...

 
There are No Baby Steps in Sales.

In the last five years, Generation Y has improved their income and financial situation more than other age groups...

 

According to LIMRA, the voluntary market has grown in four of the past five years...