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  1. Beatrice Paez
    You can prevent or minimize conflict by holding family meetings and taking the heat for unpopular decisions
  2. Natixis Global Asset Management
    This Partner Report from Natixis Global Asset Management shares key insights from its 2016 Global Survey of Individual Investors to help advisors better understand and address their clients’ needs.
  3. Natixis Global Asset Management
    Truly active funds can deliver added value over passive strategies
  4. Beatrice Paez
    Here are some steps you can take to aid a client who has come into sudden wealth avoid mismanaging his or her newfound fortunes
  5. Grant McIntyre
    The former Baltimore Orioles star and Hall of Famer learned the importance of financial planning early in his career
  6. Beatrice Paez
    You can assist in adjusting their plans and offer perspective
  7. Beatrice Paez
    Help newlywed couples confront difficult issues and make them feel secure in their future
  8. Beatrice Paez
    Many young clients are as interested in a company’s community engagement as they are in returns
  9. Beatrice Paez
    Before you start branding yourself as “green” or “RI,” take the time to learn about the issues
  10. Beatrice Paez
    To engage young clients in the financial planning process, you need to tweak your approach