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Why Many Advisors Aren’t Convinced About Passives
The average investor’s love of ETFs and index funds isn’t so unconditional in professionals circles.
Obama’s Budget Signals Death of Many Tax Breaks
Current proposal unlikely to pass but forewarns what’s to come.
SEC Probes Fraudulent Accredited Investor Vetting
Chairwoman also says fiduciary rule and third-party exams are part of the 2016 agenda.
Be More Disney and Less State Fair
Don’t make up financial plans as you go along. Make sure you guide your clients through the ride.
CFP Certification Could Bring Big Pay Bump
Firms employing Certified Financial Planners generate more revenue, a new survey suggests.

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