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President Donald Trump outlined his tax priorities in a meeting with Republican lawmakers, including expanding the state and local tax deduction.
February 7
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Those who have taken the time to produce this audio, and sometimes video, content say it's a valuable way to connect to prospects, clients and others in the industry.
February 6
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Thrust into the top leadership role, Rich Steinmeier oversees strong results in his first six months.
February 6
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Atop the standard-setting organization since 2007, Kevin Keller has seen its ranks of certification holders nearly double and has overseen work to bring more diversity to the profession.
February 6
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The hearing last month explored the legal process for enforcing the fiduciary duty of retirement plans to avoid excessive recordkeeping fees.
February 6
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Former UBS employee Cody Rice acknowledges that his politics and personal traits made him an outlier in the ESG world. But that, he says in a lawsuit, was no excuse for the treatment he received.
February 6
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Mark Sam Kolta was at National Securities for nearly four years before its sale to B. Riley. While there, he managed to rack up more than two dozen customer complaints that were eventually settled for millions.
February 5
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Debra Taylor is spearheading a new program entailing education for financial advisors, guides for clients and technology integrations.
February 5
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The 2025 Orion Advisor Wealthtech Survey indicates that more than half of financial advisors plan to increase their investment in technology — and that many aren't using large parts of their existing tech stacks.
February 5
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Apex Clearing, a subsidiary of Apex Fintech Solutions, stood accused of misleading investors into believing they would receive compensation for lending out their brokerage holdings.
February 5
