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Advisors can protect clients’ estate planning goals post-Secure Act but the vehicle will have to change.
February 6
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Geospatial data may assist the muni industry with monitoring the economic impact of wildfires or natural disasters, an expert says.
February 6
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Fear and worry are rampant. One client asked if any other client had recently returned from China.
February 6
Mercer Advisors -
The unit was awarded a bonus pool that’s 5%-10% larger than last year, reflecting increased profits and assets, people familiar with the matter say.
February 6
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Just 15% have incorporated ESG in their strategies, according to a report.
February 6
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Clients can void overspending by seeking out sales and discounts to lower their food and entertainment costs.
February 5
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Advisors can use the information to build custom, values-based portfolios for their clients.
February 5
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The settlement would apply to advisors who participated in the firm’s deferred-compensation plan from February 2011 through January 2020.
February 5
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Compensation is critical — and keeps climbing — as 76% of RIAs say they plan to poach advisors from other firms.
February 5
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They’re more expensive than their passive peers. But did they beat their benchmarks?
February 5
