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How litigation has changed the 401(k) market

Help special needs families get started on a lifetime of planning

Special Needs Special Planning

Vanguard's Joe Davis: Prepare for lower expected returns

Why clients should consider sending their children abroad for college

Factor investing: The biggest trend in ETFs?

Finra: Who's watching the watchdog?

Voya's Tom Halloran: Why succession planning is such a struggle for financial advisers

How advisers can preemptively plan around tax reform

How advisers can better communicate the risks and rewards of investing in emerging markets

Ed Slott: 3 questions to ask before converting to a Roth IRA

Proposal to delay the DOL fiduciary rule is a turning point

American high

How advisers are helping clients battle the opioid crisis

Ed Slott: The conversation advisers need to have with spousal IRA beneficiaries

DOL fiduciary rule opponents and supporters sound off on Jan. 1 deadline

Ron Carson: What every indie adviser should be asking

August 20, 2012 @ 9:40 am

Runtime: 4:15

Every independent adviser should have a unique value proposition - and a long-term plan - according to Ron Carson.

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