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When No Advice is Worse Than Bad Advice

When No Advice is Worse Than Bad Advice

Shannon Hicks May 8, 2017 1

Professionals not providing all options can have devastating consequences “Failing to provide a client with viable options can be just as damaging, if not worse than providing poor advice” Such is the case in

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Putting Clients First is No Longer a Slogan with Fiduciary Rule

Putting Clients First is No Longer a Slogan with Fiduciary Rule

Shannon Hicks April 30, 2016 1

The Implications for Financial Professionals Warrant a Second Look It’s one of the biggest game-changers for financial professionals: the expanded definition of a fiduciary by the Department of Labor under the ERISA act. The

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FINRA Removes ‘Last Resort’ from Investor Alert

FINRA Removes ‘Last Resort’ from Investor Alert

Shannon Hicks January 22, 2014 8

FINRA has removed a statement from their published investor alert that a reverse mortgage should be used as a product of “last resort.” FINRA is a self-regulatory organization

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S1L Creates Funding Longevity Advisory Board

S1L Creates Funding Longevity Advisory Board

Shannon Hicks September 17, 2013 1

Committed to expanding the traditional HECM market, S1L a Division of Reverse Mortgage Solutions. Inc. (“RMS”) is pleased to sponsor a task force of renowned academicians who will meet at the S1L home office

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Turning the ship around

Turning the ship around

Shannon Hicks September 24, 2012 1

Certainly the reverse mortgage industry has garnered more legitimacy as a financial planning tool amongst financial professionals but we still have a long way to go. But what about those who don’t see the

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Financial advisor speaks about reverse mortgages

Financial advisor speaks about reverse mortgages

Shannon Hicks May 21, 2012 6

Financial advisors are just beginning to embrace the reverse mortgage. See what one advisor has to say. We interviewed Cliff Maas at the NRMLA meeting in Irvine California.

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Lenders see business uptick in wake of big bank exits: Industry Leader Update

Lenders see business uptick in wake of big bank exits: Industry Leader Update

Shannon Hicks September 5, 2011 0

Remaining lenders are seeing something they’ve always wanted… an increase in referral phone calls from non-reverse banks and financial professionals. Many of these referrers had sent their clients to Wells Fargo & Bank of

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