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Big demand from advisers for Social Security claiming tools, training
Although most financial advisers provide near-retirees with some guidance on Social Security claiming decisions, many need to increase their knowledge and skills in this increasingly important area, according to a new study released Monday by Practical Perspectives and GDC Research. The report “Social Security Support and Financial Advisors — Insights and Opportunities 2014” examines how advisers typically work with clients on Social Security issues and evaluates the types of support currently provided to financial advisers by product manufacturers, distributors and specialized service firms….Read More
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