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Cogent Bank has tapped an industry veteran to lead a new unit focused on ensuring high-net-worth clients can smoothly transfer assets to their heirs.
As clients consider when to claim Social Security, an advisor proposed a strategy to maximize tax-free retirement income using certain benefits and senior deductions.
Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-home compensation as they weigh their potential next moves.
Firms are using AI more than ever, but few have adopted clear policies outlining human oversight or how third-party vendors should handle cybersecurity.
As wealth tax proposals pop up around the country, advisors guide clients through assessing how these factors change the equation of financial planning.