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Some participants on the Street estimate that SMAs hold as much as $1.5 trillion of munis while others peg it closer to $1 trillion to $1.3 trillion.
February 8
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The firm's recruiting chief shared the latest updates with FP amid record financial advisor headcounts and an effort to expand beyond its traditional label as an IBD.
February 7
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Brendan Krebs sees his firm as standing out with its three-pronged structure: a traditional wirehouse, branch-based advisory and an independent channel.
February 7
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The new label will bring regulatory scrutiny from the Securities and Exchange Commission and FINRA.
February 7
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Taxpayers will benefit from a reduced top marginal rate in 13 states, but in two states the rate has increased.
February 7
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Parents can leverage their wealth to access the dream of homeownership for their kids — as long as income tax and gift tax consequences are factored in.
February 7
American College of Financial Services -
The Swiss firm reports strong asset inflows for the year but still struggles with low profit margins in the U.S.
February 6
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The local environment for debt and income, cost of living, housing, and taxes can make a big difference when it comes to putting away money.
February 6
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Financial Planning announces its 2024 class of the top 40 most productive employee wealth management brokers under age 40.
February 6
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Financial Planning announces its 2024 class of the top 40 most productive employee brokers under age 40 at regional firms.
February 6
