Wealth Management
Top editor picks, summarized for you
2/12/2016

Choice of major plays a role in college students' debt load after graduation. Those who major in education, psychology, history and nutrition end up with the highest debt-to-income ratios, according to data from Credible.com.

2/12/2016

Bonus checks will be arriving soon, to the delight of many. While it's tempting to use that money to make a large purchase, people should instead "allocate it wisely to meet short- and long-term financial goals," writes Annika Cushnie.

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CNBC
2/12/2016

If you are nearing retirement, the current stock market turmoil is cause for discomfort. Katie Lobosco advises near-retirees to "make sure you have a steady flow of money coming in each month to cover your essentials -- that doesn't come from your investments."

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CNNMoney
2/12/2016

Client portals are seen by many as an essential client service. More vendors are launching such portals, which allow clients to view their portfolios and other critical financial information.

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InvestmentNews
2/12/2016

People are living longer these days, but how to pay for those extra years can vex many retirees. Dan Kadlec offers "a peek inside the financial labs where experts are trying to find solutions."

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Fortune
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Dan Kadlec
2/12/2016

Bryce Sanders tackles some key misconceptions about annuities. Such products "have a place in many clients' portfolios," he writes. "They need to understand what they are buying and what the product is designed to do."

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AccountingWEB
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Bryce Sanders
2/12/2016

Doing nothing during bouts of stock market volatility may not be the best move. Christine Benz offers four strategies to help investors "improve their portfolios and their total financial plans during periods of market turbulence."

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Morningstar
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Christine Benz, stock market
2/12/2016

A better understanding of behavioral finance can help advisors serve their clients, Matt Matrisian writes. He offers some specific tactics that may help advisors in this area.

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Matt Matrisian
2/12/2016

A new study from the Aite Group concludes that advisors -- both solo practitioners and teams -- with the Certified Financial Planner designation make at least 40% more in revenue than advisors without the designation. CFPs are more likely to work with affluent clients.

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Aite Group
2/12/2016

Columnist Chuck Jaffe argues that the current market volatility is a crucial test for alternative and smart-beta mutual funds. "If results are ugly, investors might bail out on the new strategies as quickly as they adopted them," he writes.

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MarketWatch
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Chuck Jaffe, mutual funds