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Summary: Every December, SEI polls a few hundred financial advisors on their New Year’s resolutions. Unfortunately, because it’s a multiple-choice survey, the results tend to look pretty much the same from year to year — with most respondents saying their No. 1 goal is to get more referrals. So we called a handful of our favorite sources and asked them to tell us in their own words what they want to do differently beginning in January.
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Summary: Young investors seem to have a “you get what you pay for” mentality, according to a recent report from Corporate Insight that surveyed retail investors at full-service brokerage firms.
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Summary: Here are a few lessons to think about while you watch all of the classic Christmas movies. Perhaps the most important lesson of all: Family is everyone's most important consideration.
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Summary: Holistic planning, fee-based advice and retirement income strategies. All these are to the financial advice business what fire and the wheel were to ancient civilizations — innovations. Such advances aren't just new ideas or inventions. Innovations are original breakthroughs that cause upheaval and change, and create something of value.
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Summary: Every year around this time, asset managers and investment analysts put out their forecasts for the next year.A common theme among them? Divergence—among global economies, among central bank policy responses and market performance.Here are the top 10 takeaways from this year's outlook reports
