Jerilyn Klein Bier

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Advisor Empowers Clients With 3 Health Care Suggestions

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Here's how advisors can help patients navigate the complicated and costly health care system.

Parents Are Becoming Better College Savers

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More parents are saving for college and getting advice on it.

Passive Investing Giants Drive Stewardship Efforts

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There’s a growing awareness that corporate behavior is strongly linked to long-term shareholder value.

Tread Carefully When Advisors Want Their Jobs Back

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Advisors sometimes job hunting at their former firms. Colleagues should consider these questions.

Projected Life Expectancy Shocks Clients

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Advisors using new health-care planning software are getting three main kinds of feedback from their clients.

A Bigger Umbrella

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Northern Trust proactively helps clients protect their families, estates, businesses and legacies.

Clients' Cognitive Decline Should Be Considered Early And Often

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A new software platform tries to assess the risk of a client losing mental capabilities with age.

Drones Should Be On Investors’ Long-Term Radar

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They are being used in search and rescue, agriculture, archaeology and more.

Head Of The Class

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Here’s how advisors have developed a niche in the underserved college planning market.

College Students Need A Power Of Attorney

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An attorney explains why parents should encourage children to put one in place.

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