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By Michael S. Fischer |
February 20, 2013
Affluent investors’ understanding of tax-advantaged investments, like annuities, life insurance and 401(k)'s, varies among demographic groups—with big differences between men and women—according to a Nationwide poll.
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By Melanie Waddell, AdvisorOne |
October 31, 2011
CFPs around the world have a “renewed focus on consumer protection,” with the Dodd-Frank Act influencing the profession on a global scale, the CEO of the Financial Planning Standards Board (FPSB) said on Monday.