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The administration's plan would eliminate a break that allows heirs to use the market value of assets at the time of a transfer, rather than the actual purchase price.

Residential property owners are the most likely to be impacted by proposed changes in the administration’s American Families Plan.

David M. Toth manages the digital division for Winding River Consulting and advises all levels of leadership, designing and implementing client growth strategies, marketing and business development plans, and succession plans. He is also a facilitator for Winding River's annual Managing Partner Bootcamp.

JPMorgan’s CEO said in a memo that he expects “all U.S.-based employees will be in the office on a consistent rotational basis” by early July.

The 20-advisor team left Advisor Group’s Securities America for the private equity-backed holding company’s independent subsidiary, Cadaret Grant.

An equity investment plan can help clients get over timing decisions, writes Don Bennyhoff.

Trevor Morgan is product manager at comforte AG.

The Swiss bank added a sprinkle of new US advisors for the first time in years, amid record quarterly profits and plans for global job cuts.

Alex Horowitz is a senior research officer with The Pew Charitable Trusts’ consumer finance project.

Profits slumped last year and many investors are now voicing their displeasure with the compensation awarded to senior leaders. A nonbinding “say on pay” vote taken Tuesday passed narrowly, but Chairman Charles Noski indicated that the board will take the results into account when designing future pay packages.