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By Michael S. Fischer |
February 28, 2013
Up-and-coming affluent people are unimpressed with the way advisors use technology to show them how to invest their money, according to a new study.
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By Melanie Waddell, AdvisorOne |
May 9, 2012
One of the original founders of NextGen, 34-year-old Michael Kitces not only holds a bevy of financial planning credentials, but the third edition of the book he co-authored, “The Advisor Guide to Annuities,” is due out in May.