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More seniors than ever are choosing Medicare Advantage, but the growth isn't universal. In some states, most still prefer original Medicare, according to a recent SmartAsset study.
October 20
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New AI tools are often added to existing tech without fanfare, meaning that advisors who don't want to use them are forced to scour for ways to turn them off.
October 20
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The wirehouse leaves its basic paygrid untouched for the fifth year in a row while giving advisors extra incentives to tout banking products and work with existing clients' children and grandchildren.
October 20
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The One Big Beautiful Bill Act will boost the number of filers who must calculate their AMT. But that doesn't mean they're all going to have to pay it.
October 20
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The awards recognize early-career brokers that have created top production numbers at their wealth management firms.
October 20
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Starting next year, more households will need to calculate or pay the AMT. The rules are complicated. Here's how financial advisors can prepare themselves — and clients — for the changes.
October 20
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A clear division is emerging between smaller independent RIAs and their larger billion-dollar competitors, as some firms aggressively pursue a "one-stop shop" model for their clientele.
October 17
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As geopolitical and other uncertainty remains, gold is seen as a useful hedge. But experts warn gold's rise won't last forever.
October 17
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Video game developers are benefiting from research and development tax credits and recent changes in the rules for deducting R&D expenses.
October 17
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Tax returns released by his campaign show he made over $4.2 million in capital gains and took a $4.8 million deduction, paying taxes on $5.9 million in income.
October 17
