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Model portfolios gaining steam in wirehouse channel as advisors look to focus on higher levels of client service.

Citigroup will require all U.S. employees be vaccinated against COVID-19 as a condition of their employment, citing new orders from President Biden.

Mega tech companies offer less room for growth and face more regulatory burdens, the strategist says.

The wealth manager’s financial advisor headcount is rising, along with the productivity of their practices.

As Congress wrangles, advisors are struggling to figure out how to help clients.

Karen Koch, CPA, MT is a senior director in the Louisville, Kentucky, office of Source Advisors.

Brian Coddington is the director of tax accounting methods & credits at Source Advisors.

Nuances within the space provide advisors with opportunities to educate clients on safely housing this burgeoning asset class.

The trade group launched the program in April, offering advisors and their teams and families coverage “at a fraction of the cost.”

Enhancements include a new dashboard view and a grid interface for porting data from other programs.