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The rise of holistic financial planning.

• Authors : Li, Diana (AUTHOR)

Subjects: *FINANCIAL planning; *NET worth; *WEALTH management services

• Source: Financial Planning. May2022, Vol. 52 Issue 4, p12-13. 2p. 1 Color Photograph.

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The Prices That Commercial Health Insurers and Medicare Pay for Hospitals’ and Physicians’ Services.

Subjects: *FINANCIAL planning; *ESTATE planning; *PHYSICIANS

• Source: Medical Benefits. Apr2022, Vol. 39 Issue 4, p8-9. 2p.

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Data-Driven Decision-Making: INSURERS SHOULD INCLUDE DATA AND CONTENT MANAGEMENT IN ANY PROCESS-IMPROVEMENT INITIATIVE.

• Authors : Potter, Eileen¹

Subjects: *INSURANCE companies; *FINANCIAL planning; *ESTATE planning

• Source: NU Property & Casualty. Mar2022, Vol. 126 Issue 2, p40-41. 2p.

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How InvestCloud became a leading TAMP and tech provider through M&A.

• Authors : Neal, Ryan W. (AUTHOR)

Subjects: *ROBO-advisors (Financial planning); *FINANCIAL planning; *COMPUTER software industry

• Source: Financial Planning. Nov/Dec2021, Vol. 51 Issue 9, p42-43. 2p. 1 Color Photograph, 1 Graph.

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New Issues.

Subjects: *URBAN renewal; *FINANCIAL planning; *ROBO-advisors (Financial planning)

• Source: Bond Buyer. 5/16/2022, Vol. 394 Issue 35711, p9-11. 3p. 1 Chart.

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The FPA Community Weighs in On . . . Professional Mistakes and Learning.

• Authors : Oliva, Pablo¹; Morrone, Paul²; Birkofer, Joe³

Subjects: *WEALTH management services; *FINANCIAL planners; *FINANCIAL planningFINANCIAL Planning Association FINANCIAL Planning Association FINANCIAL Planning Association 006326594

• Source: Journal of Financial Planning. Apr2022, Vol. 35 Issue 4, p31-32. 2p.

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Insurers Are More Jittery About Climate Risk, BlackRock Says.

• Authors : Penty, Charles

Subjects: *FINANCIAL planning; *INTEREST rates; *ESTATE planning

• Source: Bloomberg.com. 11/15/2021, p1-2. 2p.

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New York Regulator Wants Insurers to Disclose Climate Risks.

• Authors : Reyes, Max

Subjects: *FINANCIAL planning; *INSURANCE companies; *FINANCIAL riskNEW York (State)AMERICAN International Group Inc. 044691103 AMERICAN International Group Inc. AMERICAN International Group Inc. 044691103 044691103 AMERICAN International Group Inc. 044691103 AIG

• Source: Bloomberg.com. 11/15/2021, p1-2. 2p.

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Three Tips to Keep Your Property Insurance Effective.

• Authors : Burkart, Craig

Subjects: *PROPERTY insurance; *FINANCIAL planning; *ESTATE planning

• Source: Business in Calgary. Sep2021, Vol. 31 Issue 9, p41-42. 2p.

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Insurer Filings Suggest COVID-19 Pandemic Will Not Drive Health Spending in 2022.

Subjects: *COVID-19 pandemic; *FINANCIAL planning; *ESTATE planning

• Source: Medical Benefits. Sep2021, Vol. 38 Issue 9, p4-5. 2p.

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