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The law will increase benefits for millions of retirees, but it's still not clear where the added funds will come from.
January 7
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Nicholas Takahashi stood accused of taking confidential information when he left for Raymond James last summer. But a federal judge said she saw no convincing evidence of illicit dealings.
January 7
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While not denying the benefits of PE backing, a subset of RIAs and wealth managers remain determined to go it alone.
January 7
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Even though some firms have been able to command top dollar selling themselves to large aggregators, plenty of variables are still helping to hold purchase prices in check.
January 7
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Every state levies property taxes, but some states have high or complex property tax structures, making them less competitive.
January 7
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On Monday, Marc Turansky began as head of investment advisory, a newly created role at Citi, which continues its quest to become the largest wealth manager in the world.
January 6
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The fast-moving RIA aggregator has been undergoing an internal reorganization since 2023 in a bid to consolidate the many firms it has scooped up over the years.
January 6
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Robert Daly was part of a star team that left Morgan Stanley in 2023 to join First Republic and has since been barred from the industry.
January 6
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Wealthy clients and other accredited investors should consider drilling deductions, opportunity zones and 1031 exchanges in 2025, an expert says.
January 6
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Johnson said the massive bill would address issues such as border security, including money for the mass deportations of undocumented immigrants; and an extension of the 2017 Trump tax cuts.
January 6
