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Whoever wins, '2025 is going to be a very interesting tax legislative year.'
September 11
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The recommendation relies on the "circular economy."
September 11
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Underlying U.S. inflation unexpectedly picked up in August on higher prices for housing and travel, undercutting the chances of an outsize Federal Reserve interest-rate cut next week.
September 11
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Vice President Kamala Harris sought to outline proposals on housing and a child tax credit, while former President Donald Trump highlighted an aggressive tariff plan.
September 10
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Tech-savvy firms have found it useful for tasks including marketing, note-taking, summaries, transcriptions, follow-ups and modeling.
September 10
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Top executives at Advyzon, Kwanti, Softlab360 and The Oasis Group say advisors need to stop depending on SOC 2 reports to measure a vendor's data security.
September 10
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A lawyer suing Wells and other firms argues the recent rate changes do nothing to repair harm already suffered by his clients.
September 10
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The Association of African American Financial Advisors is holding its annual Vision conference this week.
September 10
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The offering, a mix of liquid credit and private investment, still needs regulatory approval.
September 10
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The number of certified financial planners reflects competition for talent and a profession navigating questions about conflicts of interest.
September 10
