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High-net-worth clients can be baffled by a number of trust vehicles that minimize the tax liability on IRAs. Here’s how advisers can guide them.
  • CE Quiz December 2016

    Test your planning knowledge and earn free continuing education credits from the CFP Board and IMCA.

  • Clients turning 62 next year? Here's what they need to know

    If they file for Social Security, they should expect 26% less than they would get if they wait until their full retirement age.
  • $260M UBS team goes indie with HighTower

    The advisers are the first to obtain startup capital from the firm.

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Build it or buy it? Figuring out the best fintech option

Consider your firm's capability and budget before deciding which tech route to take.

The tech game is changing, so are the players

This generation of advisers is likely to “do something very different in regards to purchasing decisions,” tech columnist Joel Bruckenstein predicts.

A warning from a former robo advice entrepreneur

Automation tech wants to take financial sector jobs and do them for free. In the long run, that hurts the economy.
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