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Almost half (46%) of advisors believe their clients donate to charity to reduce their taxes, when in fact only 10% do.
October 10 -
But congressional politics are likely to put changes on hold for now, expert tells NAPFA conference.
October 10 -
The IRS reminded taxpayers that the filing deadline remains in effect for people who requested a six-month extension to file their returns.
October 10 -
Janet Yellen is expected to take a more hands-on role in bank regulation than her predecessors if she is confirmed to be the next chairman of the Federal Reserve Board.
October 10 -
Clients turned the tables on advisors Wednesday afternoon -- giving advice to the attendees at NAPFAs fall conference in Philadelphia, rather than receiving it.
October 10 -
The tax-focused independent broker-dealer has added two new executives to its management ranks.
October 10 -
Investors chase performance because it feels good, but pain is a good sign we are helping our clients invest well.
October 9 -
In the latest deal for Focus Financial Firm, Boston-based RIA expands footprint, sees more acquisitions ahead.
October 9 -
Here are some of the smartest things heard -- and tweeted -- from Tuesday's conference hosted by financial advisors and bloggers Barry Ritholtz and Josh Brown in New York City.
October 8
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Amid a surge in consumer assets, firms that cater to high-net-worth clients have a particular advantage, Chip Roame told an audience at the Tiburon CEO Summit.
October 8




