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60 5 Considerations When Hiring A New Planner
Business Management
YOUR BUSINESS
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What The Wealthiest Want
They ’ re seeking a life of significance and meaning . By George Walper and Catherine McBreen
New Focus CEO Outlines Big Changes
The giant acquirer ’ s acquisition strategy will change , and its firms will share more services . By Jaqueline Sergeant and Evan Simonoff
Why Wealth Management M & A Remains Fertile
Succession plans and private equity money are driving deals . By Bomy M . Hagopian
CLIENT RELATIONS
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Persuading Executive Clients To Seek Stock Options
Why are execs avoiding these benefits ? By Allen Injijian
Wealth Management
INVESTING
36 Navigating Secondary Private Equity Funds
These funds may offer attractive entry points to the PE market . By Kunal Shah and Florence Leung
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Commodity ETFs : Look Before Leaping
These funds are not all the same . By Ron DeLegge
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INVESTING
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Higher For Longer ? Maybe Higher Forever
It ’ s not all bad if borrowing costs stay higher . By Allison Schrager
The Illusion Of Affluence
Too much consumption stunts wealth creation . By Aaron Cirksena
PORTFOLIO SPOTLIGHT
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Short-Term View , Long-Term Results
The Intrepid Income Fund ’ s focus on shortduration fixed income has been a winner . By Jeff Schlegel
COLLEGE PLANNING
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How The New College Aid Form Flopped
A bad rollout means students and parents have hit a wall . By Jennifer Lea Reed
RETIRMENT PLANNING
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INSURANCE
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Creating Realistic Retirement Budgets
Getting a true picture of a retiree ’ s finances takes a bit of detective work . By Ben Mattlin
After A Settlement , Steady Sales For LTC
Reports of the demise of the long-term-care insurance industry have been greatly exaggerated . By Ben Mattlin
PARTING SHOT
60 5 Considerations When Hiring A New Planner
The advisor industry needs to do a better job of laying out a welcome mat for new recruits . By Hannah Moore