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Here’s how receiving investments on a stepped-up cost basis can save a client’s inheritance.
July 10
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Prices that reached an almost seven-month high in June have now dropped for five straight weeks, the longest slump this year.
July 10
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Amazon's Jeff Bezos has the distribution to potentially disrupt financial services, says Riskalyze CEO Aaron Klein.
July 10
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Advisers need to plan their nonprofit work as carefully as the rest of their business.
July 10
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Although traditional IRAs offer upfront tax deductions, clients will have to pay taxes later in life when they likely will be in a higher tax bracket.
July 7
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The new job will focus on middle-office services like hedge funds, software solutions and the firm’s message and connectivity engine.
July 7
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The firm isn't the only one benefiting from a still strong breakaway movement.
July 7
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By applying these tactics to their practices, planners can improve their finances, while also helping clients improve theirs, according to columnist John J. Bowen Jr.
July 7
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His move is also something of a reunion, as Steward Partners CEO Jim Gold once served as his manager at Smith Barney.
July 6
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High-earning seniors are advised to carefully plan when they file for Social Security benefits.
July 6
