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Wells Fargo, Baird, Avantax, Kestra, Janney Montgomery Scott, IRAs, Derek Jeter and other news this week in financial advice.
April 9
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Unlike competing financial services firms, the asset manager has agreed to undergo a racial audit.
April 9
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Harvest’s micro-saving and investing technology is designed to turn spenders into savers, and eventually into investors.
April 8
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Amanda Daugherty accused the wealth manager of gender-based discrimination and unlawful termination.
April 8
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After years of lagging other industries, financial services marketers are finally ramping up their digital investments. But this new spending must be aligned with smart strategies and urgency.
April 8
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Notice 2021-25 offers details on a provision of the COVID-19 relief package from last December that allows a temporarily larger deduction.
April 8
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Our annual analysis of core compensation components at wirehouses, regional and national BDs.
April 7
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The largest brokerages typically make comp changes that are ‘evolutionary, rather than revolutionary.’
April 7
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"Think of the ideal FA as having the head of a capitalist and the heart of a social worker," writes Ally Invest president Lule Demmissie.
April 7
Ally Invest -
Employees who move to low-tax states may still be taxed by their former residence, as more states levy taxes on cross-border business.
April 7
