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The TIFIN group owns 10 companies building software for individual aspects of the wealth and asset management industry.

Outmoded, unpopular, a tad unsavory: the once-ubiquitous title is now out of favor.

A proposal is expected as early as next week as part of the administration's tax increases to fund social spending in the forthcoming “American Families Plan.”

After appointing the committee and starting a new conference series, co-chairs Fanci Worthington and Stephen Oliver are asking all advisors to get involved.

The six-person will focus on ultra-high-net-worth families and individuals in South Florida.

The Treasury secretary has previously said she would work with Congress on ways to ease the “disparate treatment” across taxpayers from the deduction limit.

The IRS and the Treasury Department are giving small businesses that received Paycheck Protection Program loans in the first round a way to deduct expenses they couldn’t claim last year.

From compliance to technology and succession, advisors may be under the wrong impressions about launching their own firms.

The lineup of exclusively short-duration fixed-income products, taxable and municipal, still managed an overall gain.