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Regulators contend two firms falsely advertised themselves as the first to apply artificial intelligence to investment recommendations.
7h ago -
Financial advisors and tax experts say HOA fees are usually not deductible, unless the home is used for a business or as a rental property.
11h ago -
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Jeff McMillan will be in charge of marshaling the firm's investments in artificial intelligence to drive efficiency.
March 15 -
The reality is that traditional 'one and done' software training is insufficient.
March 15Apty -
The technology startup continues to make U.S. inroads with its goal of enabling advisors to better deliver customized financial advice.
March 15 -
Industry lawyers think the watchdog agency may be handling low-level missteps through informal means and saving the big fines for violations that harm clients or undermine markets.
March 14 -
The legal action also alleges Mark Lamkin's former associates conspired behind his back to prevent him from leaving with his clients.
March 14 -
Financial advisors and tax pros say the exemption poses a lot of complexity — and substantial savings. But it could go away at the end of next year.
March 14 -
RIAs must consider the bottom line when evaluating health care planning options, but the positives of delivering more holistic and comprehensive planning to your clients should not be overlooked.
March 14Burney Wealth Management