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Summary: Too many of us opt to rely on our own experiences and gumption rather than trying to learn from the experiences of others. Financial advisers are no different. In an age where there are numerous resources at our fingertips, there's no excuse not to take advantage.
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Summary: Just as no two financial advisory firms will provide a client the same results when it comes to investment performance, robo advisers vary greatly in performance for investors, a new analysis finds.
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Summary: I recently reported on research that suggested avoiding debt is an important component in whether earning more money leads to more happiness. This supplements previous research that shows increasing one's income to around $75,000 a year does increase happiness.
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Summary: “Technology is not a threat, but an opportunity, if you build on that technology and add value,” Kitces told financial advisors in his presentation at the Inside ETFs 2017 conference underway in Hollywood, Florida.
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Summary: As the chances of a data breach incident increase, savvy businesses have invested time and thought in a response plan. But plans never survive first contact with the enemy. Stress test your incident response plan to find and resolve its weaknesses while time is on your side.
