Client Servicing

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  1. Articles

    Merrill Lynch tells its advisers to get some water

    Nontraditional investment could benefit from long-term trends, values-based investing: CIO Bartels.

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    The loudest shouldn't speak for everyone

    Time for advisers to tell industry groups pushing hard against a fiduciary rule that they're tired of the rhetoric — and that they're not acting in advisers' best interests.

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    Why all investment advisers should join forces to promote the profession

    Investors don't understand the core characteristics and key differences between investment advisers and other financial services providers, according to David Tittsworth.

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    How a uniform client service plan can help a fledgling firm grow

    As industry competition continues to rise, advisers must take steps to grow their businesses quickly and sustainably.

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    Vanguard may expand fast-growing virtual investing service to advisers

    Pilot raised more than $9 billion last year along with hopes for more direct-to-consumer fund sales.

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    Vanguard finds another way to get its ETFs in your clients' hands

    With new presence in the ETF strategist game, Vanguard wins Envestnet, Cambridge and more retirement-plan business.

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    Why Obama is 'proud' of this adviser

    President quoted Sheryl Garrett, founder of an hourly fee network, in supporting fiduciary standards.

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    Labor Department rankles advisers with quick video on fiduciary

    Some agree with concept but argue that short treatment lumps everyone together and lacks nuance.

  7. Articles

    Oscars shine light on Alzheimer's costs

    Financial advisers can help clients take early steps to plan for the progressive disease.

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    Obama directs Labor Department to move ahead on fiduciary rule

    The president plans to direct the Department of Labor to move ahead with a proposal that would raise investment-advice standards for brokers handling retirement accounts, arguing that conflicted advice is costing Americans billions.

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    Advisers should brush up on Daniel Kahneman's work

    Behavioral economist's insights about advisers and their clients should ring true

  10. Articles

    The art and science of longevity

    Advisers' responsibility to make sure their clients are prepared for the challenges and opportunities that come with extended life expectancies.

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    Deferred-income annuities grab spotlight from traditional variable annuities

    Run-up of DIAs in recent years points to a new retirement income stream for clients. (Plus: Our full special report on annuity strategies)

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    Robo-advisers can't handle complex decisions

    Critical thinking that requires human reasoning spells an opportunity for human advisers

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    SEC's Gallagher slams White House fiduciary memo as 'propaganda'

    Commissioner says administration ignores industry's stiff oversight by market regulators.