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Are Alternative Investments Good For Retail Investors?

Dec 01, 2022

With the crash of cryptocurrencies still dominating the headlines, many financial advisors are now offering additional kinds of alternative investments to their clients. But are these unproven investments a good idea? WMCP® Program Director Michael Finke offers his take.

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Visions of Early Retirement May Sway Some to Save More

Nov 28, 2022

As part of ongoing efforts to encourage more Americans to save for their eventual retirement, some companies have had success with personalized efforts to communicate lifestyle differences.

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Why Financial Planning Needs More Specialists

Nov 22, 2022

In The College's recent webcast on RIA specialization, panelists from several RIA firms discussed how the education they received has allowed them to grow their businesses through focusing on specific areas of knowledge.

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10 Reasons RIAs Should Specialize Now

Nov 22, 2022

Specialization can be a powerful asset in the toolbox of an RIA firm trying to survive in the competitive world of financial services. See the top reasons why your firm should consider specialization for greater success in this article featuring takeaways from a recent College webcast.

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Expert Panel: Today’s Retirement Plan Advisories Require Specialization

Nov 18, 2022

According to RIA firm representatives participating in a recent College webcast, working with a team of specialists and learning more about client's particular areas of concern are two necessary steps to staying competitive in the industry today.

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Is Financial Advising An Art Or a Science?

Nov 01, 2022

While much of financial advising is about the technical and product knowledge of an advisor, the job also involves emotional intelligence when it comes to managing relationships. So is it an art or a science?

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