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House hunters and sellers have been busy in these cities this summer.
August 27 -
Sometimes a planner's advice can go awry, despite best intentions.
August 25
Taatjes Financial Group -
As some investors flee emerging markets, others see deals. Here’s what advisors should know.
August 22 -
“I did it for the LOLs,” advisor Doug Boneparth says of his newly launched advisor-focused T-shirt business.
August 21 -
Not just taxes, clients care about cost of living, health care quality, crime rates, culture and weather.
August 21 -
Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.
August 20
Plante Moran -
Despite the increase, the figure still represents a small percentage of the 16.1 million accounts that the company manages.
August 16 -
Rich professionals have found a new way to bypass income limits created by Congress.
August 16 -
Always check and update the beneficiary forms.
August 15 -
Can you live up to your own guidance?
August 15 -
"This decision allows us to focus on our domestic business which remains core to our long-term growth," a company spokeswoman said.
August 14 -
Christopher Rollins worked for Goldman Sachs for 16 years and rose to be a managing director before the firm fired him in February 2017.
August 10 -
Here’s what advisors need to know about the 20% qualified business income rule.
August 9 -
Home buying “usually doesn’t go as smooth as you read in the books,” says one advisor.
August 8 -
The senior executives joined their former chief at Cresset Capital Management’s newly formed multifamily office.
August 7 -
Caretakers for those with developmental challenges can feel lost when it comes to their financial options.
August 7 -
You must be able to express your vision wherever you go. This may feel mechanical at first but with practice, it will feel more natural.
August 6 -
Clients can boost IRA retirement savings with this strategy, but shhh! Avoid certain terms.
August 6
Mercer Advisors -
The court ruling largely wiped out the widow’s portion of a Dallas jury’s $8 billion verdict against the bank for mismanaging the family estate.
August 3 -
Confidential emails reveal a top Wells Fargo advisor’s despair after he cried fraud. He could stay at Wells if he was silent, but spoke up anyway — and became a whistleblower.
















