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Attracting them means knowing what’s really important (hint: it’s not retirement).
December 4 -
Advisors should keep a close eye on these provisions, Dave Grant says.
December 4Retirement Matters -
Advisors should contact every client who did a Roth conversion in 2017 to discuss a key change in tax regulations, Ed Slott says.
December 4 -
One fifth of AdvicePeriod's clients have a net worth over $10 million. Many pay an annual fee of around $200,000.
December 1 -
The exec returned to Northern Trust as market leader of Sarasota and Manatee counties in Florida after a five-year stint with U.S. Trust.
November 30 -
Contributions and grants have recently reached record highs.
November 30 -
Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.
November 29Jefferson National -
Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.
November 27 -
Almost half of wealthy donors don’t have a strategy in place to guide their charitable giving.
November 27 -
Don’t try to be a jack-of-all-trades. Instead, view advising as a team sport and build a powerhouse lineup of pros, John J. Bowen Jr. says.
November 27CEG Worldwide