Help! Awkward Questions About Genetic Testing

Financial-product consumers often believe they can’t be discriminated against based on their genetic information. This is not the case: Insurers can and do take the information into account.

Office Conflict

Julie Ragatz offers perspective for addressing office conflicts, including toxic work environments.

When—and How—to Apologize to Clients

Even highly competent advisors make mistakes. And these mistakes raise the interesting question of both when and how to apologize. Some argue that it’s never a good idea for an advisor to apologize, particularly when the mistake in question touches on areas of competence or diligence.

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