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Boosting the widow's benefit, while limiting the size of the increase for higher earners, could be a “well-targeted way to help reduce poverty for this vulnerable group.”

Agency also fines firm president Peter Mallouk for not reporting family accounts.

The race is one of several this cycle featuring candidates from the wealth management space.

Avoiding this oversight can save clients from costly and painful legal battles after a loved one has passed away.

Aggregators, private equity firms and family offices are all investing in RIAs. Know the key differences between them.

As a solution consultant, Scott Silver works closely with LeaseAccelerator’s customers to map their accounting strategies and leasing practices to software solutions. Having run his own lease audit consulting firm for 15 years, Scott is nationally recognized for his expertise in conducting real estate lease audits on behalf of office, retail, and industrial tenants. Prior to joining LeaseAccelerator, Scott held portfolio management, lease consulting, and property controller roles at companies including CBRE, Deloitte and JLL.

Amid industry concerns, the largest RIA lender promises not to share data between the bank and its new wealth firm.

Don’t ignore that every generation is into ESG-type issues when they are young.

The bond market’s demise has been predicted so many times in recent years that it's hard to keep track. And while returns have been subdued, it's been nothing remotely close to the apocalypse scenario outlined by the bears.