FA Relevant
Keep up with the latest news and trends that are affecting your practice.
Fintech Definition
Fintech, a portmanteau of 'financial technology,' is used describe new tech that seeks to improve and automate the delivery and use of finan...
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3 Tips to Get Started on Tax-Loss Harvesting
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Why a Roth Conversion May Make Sense Now
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Overpriced Annuities: How to Avoid Them
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Top Tips on Valuing Art to Minimize Taxes
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The 4 Best S&P 500 Index Funds
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If The Bull is Still Running, Why Diversify?
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Who Should Buy a Guaranteed Issue Life Insurance Policy?
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Seeking Yield? Don't Look for it in Junk Bonds Right Now
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Social Security File-and-Suspend: New Guidance Released
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How Would Forced Retirement Saving Plans Work?
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Passive vs. Active Management: Which is Best?
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Millionaire Households Reach Record High in U.S.
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How to Protect Your Portfolio from Global Warming
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Women and the Great Wealth Transfer
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Unconstrained Bond Funds: Finally Being Tested
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How to Invest During Trump's Presidency (CNX,AET,EYH,GLT)
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Top Tips for Making Retirement Savings Last Longer
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How Mortgage Debt Can Derail Retirement
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3 Mutual Funds From Pzena for Retail Investors
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Censured Advisors Find New Jobs Fast: How to Avoid Them
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4 Reasons Your Financial Advisor Could Dump You
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Tax Tips for RMDs on Big 401(k) Balances
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Are The Wealthy Better Served By Trusts Or Wills?
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How Will the Presidential Election Impact Markets?
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An Argument for Not Saving Everything for Retirement
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Why Doctors Shouldn't Go Without a Financial Advisor
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Investment Taxes: 6 Ways to Reduce Your Burden
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Is Lenovo A True Disruptor Of The Laptop Industry?
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Top Tips for Moving to a Low-Tax State
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4 Signs It's Time to Fire Your Financial Advisor
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A Look at Betterment's 401(k) Platform
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How Your Financial Advisor Gets Paid
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How Gluten-Free Eating Is Impacting Supermarkets
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Tax Tips for Master Limited Partnerships
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3 Reasons to Avoid Treasury Inflation-Protected Securities
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How the Investing Habits of African-Americans Are Changing
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MLP Investors Hit with Surprise Tax Bill on IRA Income
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Why Investors Need to Rebalance Their Portfolios
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Solo 401(k) vs. SEP: Which is Best for Biz Owners?
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Impact of New Money Market Rules
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5 Signs You're Getting Bad Financial Advice
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10 Best Life Insurance Companies of 2016 (MCO, PRU)
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Top 4 Big Myths About the Ultra Wealthy
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10 Best Companies for Obtaining Life Insurance Over 50 (MET, PRU)
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Individual vs. Group Health Insurance: What's the Difference?
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Buying a Life Insurance Policy? Read This First
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Are You ERISA Compliant? Follow This Checklist
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Why Do Businesses Benefit From Life Insurance on Employees?
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Essential Questions for a Financial Advisor
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How African American Millennials Are Closing the Wealth Gap
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How to Formulate an Investment Philosophy
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How Rising Rates Impact Bond Mutual Funds
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Qualified Annuity Longevity Contracts: How QLACs Work
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A Look at How the Ultra-Wealthy Invest
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These Low Cost Mutual Funds Have the Best Returns
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How Advisor Compensation Models Are Evolving
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Why The Best Financial Advisor Might Be You
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What Type Of Person Needs A Financial Advisor?
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How Life Insurance Can Help With Liquidity
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Why Your Financial Advisor Should Be a CFP