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| Kevin McKinley The prime time for a child to begin learning good financial habits usually occurs during the “tween to teen” years. |
| Michael Thrasher Merrill’s shift in strategy was serendipitous for smaller brokerages planning on growing in 2017. |
| Brad Zigler Here’s how they fared in 2016 and beyond. |
| Stacey Robinson The financial services industry is a huge target for cyber criminals — more than any other industry. |
| Diana Britton It’s hard to beat the market on a risk-adjusted basis. Smart advisors should stop juggling knives in the market and focus on helping clients maximize their entire balance sheet. Doing so can add 2 percent a year to AUM, says Morningstar’s David Blanchett. |
| Andrew T. Wolfe and Martin M. Shenkman The spousal lifetime access trust is a key ingredient in an advisor’s toolbox. |
| Cameron Brandt The fallout from President Trump’s firing of James Comey includes investor redemptions. |
| Jamie Lewin and Alicia Levine BNY Mellon Investment Management sees three themes for investors in Trump’s policy agenda. Here, they consider the macro-trends and the outlook for global reflation. |
| Junaid Wahedna Four million Muslims in the U.S. make up one of the highest earning demographics in the country. Unsurprisingly, they're looking to invest in financial vehicles that mirror their own beliefs. |
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