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The Next Frontier

Aug 21, 2019

Health and wealth are interconnected, yet many delay health-care planning until later in life. Heywood Sloane works at the center of health care and financial services, and stresses the value of planning ahead. In this episode, he and Bill Coppel — Managing Director and Chief Client Growth Officer at First Clearing...


Aug 7, 2019

Technology has fundamentally changed our lives, helping clients live longer, better and more fully. Dr. Joseph Coughlin, a leading authority on the longevity economy, and host Bill Coppel —Managing Director and Chief Client Growth Officer at First Clearing — discuss the opportunities this presents for advisors and...