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Pershing Advocates Growing Advisors' Business By Helping Small Business

May 16, 2012 - Financial advisors can open a new avenue for growth by developing an expertise in helping small business owners and entrepreneurs, says Pershing LLC.

U.S. Mortgage Delinquency Rate Falls To Lowest Since 2008

May 16, 2012 - The U.S. mortgage delinquency rate declined in the first quarter to the lowest level since 2008 as an improving job market helped more borrowers pay their bills and tighter lending standards resulted in fewer defaults.

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How Much Is Enough?
By Bill Bengen

The father of the 4½% rule analyzes its past, present and future performance.

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Sudden Impact
By Alan Lavine

How can advisors minimize the effect of large losses in a retirement portfolio just when clients want to begin withdrawals?

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Optimizing Social Security
By Joel P. Bruckenstein

When is the best time to start taking benefits? New software helps answer that question.

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Day Of Reckoning
By Michael J. McDermott

Fee-based advisors should benefit when 401(k) participants soon find out the cost of their plans.

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On The Move

Wescott Financial Advisory Group Names Chief Operating Officer

David Gaskin will guide the firm's growth strategy.

Raymond James | Morgan Keegan Hires Advising Team

Mike Fink and Will Bach have joined the firm in Dayton, Ohio.

Aria Retirement Solutions Adds Two Sales Veterans

Tyler Randall and Holly Onachilla were named senior vice presidents and divisional sales directors.

Joel Isaacson & Co. Promotes Two To Partner

Robert Paul and David Peltz are recognized for their client-focused efforts.

Exencial Wealth Advisors Forms As Independent Wealth Managers Complete Merger

Burns Advisory Group and Executive Financial Group will continue to grow under a new name.

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Online Extras

Putting Retirement Changes Into Perspective

Three major shifts are fundamentally changing retirement, says Columnist Robert Laura.

Consider Adapting Asset Allocation To Retirement Spending Needs

“Chasing yield” can lead investors to buy questionable investments merely because they offer—at least temporarily—enticing income streams. To effectively manage retirement income, it’s important to consider the actual liabilities.

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FAgreen

Investors Unite To Push For Better ‘Fracking’ Practices

A group of activist investors representing $1 trillion in assets under management is pushing for higher standards for hydraulic fracturing, a process energy companies use to extract natural gas.

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