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It’s one of the most consequential — and misunderstood — concepts for clients with properties in more than one state. Where should they call home?
March 7
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Changes have left some clients surprised by tax bills or tiny refunds. How to explain what happened and prep them for next year.
March 6
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Fifty-nine percent of women age 20 to 34 defer investing and financial planning to spouses, according to a new survey.
March 6
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The bank elevated 60 financial advisors and 36 Americas staff.
March 6
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In the land of tech startups, there's real demand for planners — ones who can embrace the best of robo practices while keeping the human touch.
February 28
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Top firms explain how they appeal to wealthy clients — and elite advisors
February 27
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Since the financial crisis, many managers pivoted from making money to playing defense.
February 19
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Productivity may not come back, but private equity may be the answer for some.
February 14
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About 19% of adults support elderly family members in some way.
February 13
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No client wants to pay up. But, some could benefit from more tax exposure in retirement than actual spending.
February 12
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New financial planning software tool aims to meet the needs of clients with $25 million and up.
February 6
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The firm has been on a recruiting tear, with a particular emphasis on wirehouses.
February 6
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Professionals from family offices, investment managers, estate planners, art advisors and other disciplines describe mistakes they’ve seen.
February 5
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The number of people in that group fell by more than 28% in the fourth quarter, according to Fidelity's data.
February 5
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Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.
January 31
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There's much talk about pursuing the highest end of the high-net-worth market, but there’s an attractive group of potential clients being overlooked.
January 29
CEG Worldwide -
IRS data provides all the information needed to figure out the answer.
January 29
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This $1.5 trillion dilemma doesn’t discriminate.
January 23
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In the U.S., investors pulled $174 billion out of active equity funds last year as stock pickers struggled to outperform their benchmarks.
January 23
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Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.
January 10
