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Tax deductions for meals come with a 50% limit in most cases. Here's a mini guide to noshing breaks for financial advisors, tax professionals and their clients.
June 10
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Without government intervention, it's estimated that Medicare funds will run out by 2036.
June 10
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A recent poll by the FINRA Investor Education Foundation found that consumers trusted a financial statement made by AI nearly as much as the same statement made by an advisor — in some situations.
June 7
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The American Securities Association accuses the industry regulator of violating federal sunshine law for rebuffing its requests for insight into more than $3 billion in recent settlements with Wall Street giants.
June 7
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The growing number of fraud victims who suffer staggering financial losses often find themselves having to pay Uncle Sam for their missing income, experts say.
June 7
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"This pace is unlike anything we have seen," said Matthew Bartolini, head of SPDR Americas research at State Street Global Advisors.
June 7
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Ultrarich individuals and families worth more than $150 billion are helping drive a resurgence in private equity buyouts, providing capital for some of the year's biggest acquisitions to overcome a tough dealmaking environment.
June 7
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The new court action comes amid ongoing litigation over Gregg Desmarais' alleged poaching of clients and assets for Raymond James.
June 7
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In recent years, the wealth gulf between white and Black families has only grown. But there is hope that advances in fintech, such as wider adoption of artificial intelligence, can help.
June 6
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An industry lawyer says the firm's liability in a complex insurance-related scam will hinge on what it "should have known" or "must have known."
June 6
