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For wealth managers considering a jump to start their own firm, WSJ Wealth Adviser contributor Norb Vonnegut has some points to ponder from personal experience. Above all, what’s in it for clients?
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Rising interest rates aren't showing up in investors' brokerage accounts.
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Adviser Voices: Cicily Maton, senior financial planner with the Planning Center, has found that clients’ tendency toward mental accounting can be leveraged to reinforce positive decision making. For instance, rather than calling it “paying off the mortgage,” her firm has clients call it “gaining financial freedom.”
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Adviser Profile: Jenny Martella, director of financial planning at Keatley Wealth Management, keeps clients focused on life goals to avoid the rash decisions that can come with a sudden windfall.
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The tax overhaul has probably given your paycheck a welcome bump. Now it’s important to check your withholding—or risk a bad tax surprise in a year.
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Adviser Profile: Nancy Coutu, co-founder of Money Managers Financial Group, finds that many female clients “simply connect better” with female advisers given their unique planning needs and investing mindset.
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Large financial firms including Fidelity Investments, TD Ameritrade and Morgan Stanley have all made changes to their fees or product lineups that make it more expensive for some customers to invest in Vanguard’s funds.
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The rarely used “married, filing separately” tax status is a boon for the few Americans who choose it each year. More will likely join that club in 2018.
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Adviser Profile: Helen Modly, wealth manager and advisory team leader at Buckingham Strategic Wealth, finds that a taking team approach and putting a high value on time are prime ways to serve clients effectively.
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WSJ Wealth Adviser highlights some of the top news and analysis for wealth advisers and their clients, with pieces today including: the latest Adviser Profile, this one on Keatley Wealth Management's Jenny Martella; the reasons for a potentially weak home-selling season; and how to limit the data Facebook collects on you.
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Hedge funds, private equity firms, and asset managers have flocked to the market for loans for small and midsize companies. Investors need to be wary.
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Money management giant Vanguard, in its latest service stumble, sent some of its 401(k) customers erroneous text messages Tuesday evening saying that the firm processed loans against their retirement savings.
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Barrons.com/Coaches Corner: Learn the four ways Byrnes Consulting helped an adviser that was struggling with growth.
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The big-money stock pickers revealed their top stock picks, while Heard on the Street columnists threw darts. The Heard team is winning by a lot.
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