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In this opinion piece, the author describes how PE ownership is responsible for an estimated 20,000 premature deaths in nursing homes.

Helping clients succeed, not obsessing over AUM, is their North Star and brass ring.

The Ballou/EP Wealth scholarship program will support underrepresented groups pursuing CFP certification.

An advisor’s medical journey has taught her what clients in crisis really need – and how the industry can help them better prepare. (By Lynn Ballou)

These four steps can help assure clients they’re being seen, heard. (By Lynn Ballou)

Rich or poor, Americans seek purpose, direction and connections in the second half of life.

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Alternatives

Kushner cultivated relationships with foreign officials, and 99% of the money placed with him by investors has come from foreign sources.

Technology

Investment banks are Exhibit A on how artificial intelligence could supplement and supplant entire ranks of workers.

Lifestyle

Conservative Move, a company that helps conservatives migrate to solidly red places, is doing booming business in South Carolina.

Taxes

There’s still close to a month left for 940,000 people to file and collect refunds that are typically over $900.

Economic/Market Outlook

The world's major economies are increasingly embracing 'industrial policies," economic interventions that were once considered taboo.