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"Some analysts have argued for years that the SSA’s estimates systematically underestimate future benefits for most people," an expert says.

"This multigenerational shift in wealth will reshape the wealth management landscape over the next quarter century," an expert says.

Still, time is limited. Tell clients they’d better take advantage of the current exemption before it expires.

Tim Grabacki is the director of product management at Cummins Allison.

Investors have grown cautious following October’s rout in global markets.

Alison Touhey is a vice president and senior regulatory adviser for financial institutions policy and regulatory affairs at the American Bankers Association.

The ultra-wealthy say they want to achieve more, yet currently give only 1.2% of their assets to charity. How can advisors help?

Dean Harvey is the co-chair of Perkins Coie’s Artificial Intelligence, Machine Learning & Robotics practice and primarily focuses on technology related commercial transactions and product counseling.

Michael Perkins is an associate in the Technology Transactions and Privacy Law Group at Perkins Coie. He has extensive experience in advising retail clients on data privacy and security, and most recently dealing with facial recognition and biometric laws.

Industry pioneer Mark Hurley is out as Karl Heckenberg becomes the aggregator’s new CEO.