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The proposal includes changes in everything from the corporate tax rate to Obamacare.
December 19 -
Be aware of changes to retirement savings plans and alimony. Here’s what clients and advisors need to know.
December 19 -
The revised GOP tax bill lets investors keep the flexibility to sell whichever shares they want.
December 19 -
The right strategy can help minimize their future estate taxes.
December 19 -
If you’re reinventing the wheel with every single task, you are forgoing all the benefits that technology was intended to provide.
December 19
Financial Planning -
Fixed indexed annuities guarantees minimal investment returns amid a down market, but investing in them still carries some risk.
December 18 -
Advisors have gotten caught in the crossfire: politicians have errantly assumed that 100% of advisory firm earnings are wage compensation .
December 18
Savant Capital Management -
Authorities say the now barred broker concealed his fraud through a variety of methods, including by creating falsified tax forms and lying to accountants.
December 18 -
The five consultants spent a combined 55 years at the No. 1 IBD, and they set up shop near two of its main corporate offices.
December 18 -
LPL's acquisition of National Planning Holdings' assets alone resulted in 10 moves of $744 million or more of clients assets.
December 18












