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Manager & Investment Selection
How Loyal is Too Loyal? Relying on only a few managers may be a disservice to your clients
Are you confident you are choosing the best managers for your clients? The data from this Envestat report may surprise you.
Retirement
From Assets to Income: A Goals-Based Approach to Retirement Spending
Understand Vanguard's approach to spending and saving in retirement without relying on guaranteed sources of income.