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November 2021

Advisor's Edge

From sports memorabilia to vintage cars, treasured items require special attention

Keeping it in the family and maintaining harmony

Advisors share how they respond to unusual email

The loss of that loathsome ritual may be contributing to stress

New research looks to identify panic sellers early

Help this client and her daughter maximize their savings account

Clients who run out of money in retirement could bring negligence claims against too-conservative advisors

"Dealing with our financial advisor was very uncomfortable"

Investors cannot be solely deemed conservative, moderate or aggressive

The requirement to put clients’ interests first “reinforces the importance of suitability”

Unlicensed professionals must avoid registrable activity

Use the fraud triangle to root out problem investments