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The following posts are related to determining client suitability. Scroll down to see more articles.

The (not so) indomitable investor

9 reasons most investors lack the discipline to succeed. Steven M. Sears, senior editor with Barron’s, takes a hard look at investor behavior—both typical shortcomings and the unique qualities leading to positive results—in his 2012 book, “The...

Looking forward, giving back

John Bussa • Southfield, MI Lincoln Financial Advisors Corp. John Bussa has a very compelling biography, from his tour of duty across the Middle East in the U.S. Air Force security forces to his deep involvement in a wide range of charitable endeavors,...

The big picture

James Bell • Langhorne, PA Legacy Financial Services Group • FSC Securities Corporation Jim Bell is a great believer in first understanding the big picture of things, whether that be his clients’ comprehensive financial planning and investment needs or...