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May 19, 2017 | Estate Planning
Estate planning is a vital part of the financial planning process at all stages of life, and the need for various estate planning tools will change throughout your lifetime. We discuss estate planning techniques that can help protect your assets, your practice, and your family. …
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IndividualsMarch 29, 2017 | Retirement Plans
Even with the seemingly ever-changing uncertainty around regulations, there are actionable ways to push forward. Recent 401(k) litigation has helped define fee reasonableness and provides considerable guidance to the industry, including decisions with IRA clients. We break down these cases and …
November 08, 2016 | Investment Themes
Slowing growth in China, the UK’s planned exit from the European Union, and the presidential election in the U.S. – all realities shaping our markets, economies, and politics in 2016 and likely well beyond. How do investors plan for the future during these remarkable times? In this webinar, a panel …
June 15, 2015 | Retirement Plans
This discussion provides retirement plan advisors with industry intelligence on the recent trends in investment menu construction. In addition, it offers actionable advice on how retirement advisors can enhance their current due diligence processes with evaluation of the plan’s unique demographics …
December 08, 2014 | Investment Themes
In our most recent webinar on disruptive innovation Portfolio Strategist, Greg Woodard, discussed how disruption can create opportunity.
January 21, 2014 | Retirement Plans
Recent DOL guidance on target date fund screening and monitoring has demonstrated an industry need for greater transparency and due diligence. Since the publication of these guidelines, there has only been marginal evidence of a move toward best-of-breed target date solutions. As …
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