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Advisors on the Trump Administration
WealthManagement.com polled nearly 350 retail-facing financial advisors in the wake of Donald Trump’s victory in the presidential election to see how they think a Trump presidency will affect their business and the industry. |
| Anne Field Do you really have a clue what your clients say about you when your back is turned? Here’s how Kerry Walls, a 60-year-old business and executive coach in Portland, Ore., assessed her advisors. |
| Mark Miller WEP rules cut benefits for teachers, police officers, firefighters, postal workers and others to prevent double dipping. |
| Lynn O'Shaughnessy How to ease the financial pinch. |
| Brad Zigler Multi-strategy hedge funds are supposed to be absolute return investments. Can the strategies work in a low-cost exchange traded fund? |
| Sandra G. Swirski Say goodbye, for now, to the adjustment of the private foundation excise tax. |
| Rohit Mahna How wealth managers can update their practice to stay competitive in the robo world. |
| Ryan W. Neal Vestorly hopes its new Social AI tool will improve an advisor's ROI with social media marketing. |
| Diana Britton Integrated Financial Partners, a Waltham, Mass.-based OSJ with 135 financial advisors and $4 billion in brokerage and advisory assets, has joined LPL. |
| WealthManagement.com Staff Investors have placed big bets that the shares of these companies are going to fall in the coming months. |
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