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Lavonne Kuykendall

Lavonne was a reporter for InvestmentNews from 2011 to 2012 covering practice management topics for financial advisers. Connect with her on LinkedIn.

Displaying 222 results

Topic

Pre-retirees a great niche – but advisers not scratching

Financial advisers who want to develop retirement planning expertise need to bone up on topics that are top-of-mind…

Topic

Clients ready to move their assets

One in four considering yanking funds from current adviser; more frequent contact craved