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MARCH 6, 2020

HIGH NET WORTH

The 2020 Election: Possible Outcomes Affecting Your Clients

Sandra G. Swirski and Sara Barba

Will proposals to tax and redistribute wealth see the light of day?

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BUSINESS PLANNING

Why I’m Mortified by the Traditional Sales Training and Compensation Structures in the Financial Industry

Amy Parvaneh

The 'sales coach' mentality still thrives in the advisory world, to everyone’s detriment. There is a better way.

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SPONSORED CONTENT

SECURE Act White Paper: Personal Planning impacts and Overview

Sponsored by Nationwide Advisory Solutions

Changes in distribution, contribution and inheritance laws.

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INDUSTRY

House Report Critical Of Both Wells Fargo's And Regulators' Efforts to Protect Consumers

Erick Bergquist

In a report released Thursday, Democratic lawmakers criticized not just Wells Fargo but its regulators' responses to the megabank's predatory practices.

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