Susan Bradley, founder of the Sudden Money Institute, discusses how advisors can best work with clients who win the lottery or inherit a large sum. read more »  | More than two-thirds of all students who graduate from a higher-education program that grants a degree or certificate in financial planning do not sit for the Certified Financial Planner Board of Standards exam, according to new research from the CFP Board. read more » | Proceed with care. That's what bankers, accountants and wealth managers are telling same-sex couples considering financial changes because of the Supreme Court's rejection of a federal law denying them benefits. read more » | By practicing meditation and learning other stress-reducing habits, advisors can improve their practices - and their lives. read more » | Clients who inherit an annuity may now have a few more options thanks to a recent private letter ruling from the IRS. read more » | It is a common practice for doctors and attorneys to dictate their notes following an appointment, thus creating a digital record for future reference. Financial advisors should be doing the same thing. read more » | By 2022, research by McKinsey suggests that 75 percent of urban consumers in China will earn around $9,000 to $34,000. -- Frank Holmes, U.S. Global Investors read more » | Must Read |  Advisor Picks: 20 Must-Read Books After a strong response to our summer reading list for advisors, we decided to expand it. Here are the 20 books that financial advisors said -- via Twitter, LinkedIn, emails and phone calls -- were crucial to their practices. read more » | Must Watch Contact Us Samantha Allen
samantha.allen@sourcemedia.com
Senior Digital Editor
Phone: 212.803.8752 Mark Lynch
Mark.Lynch@sourcemedia.com
Associate Publisher
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