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Planners have been leaving bank-backed firms in droves in search of what they say is greater freedom and flexibility.
August 21
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With $145 million of net inflows, the fund is on track for its best month since June 2017.
August 21
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The service gives clients 100 free trades in the first year, free equity research and the ability to earn unlimited free trading.
August 21
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The firm "deprived its clients of unbiased financial advice," the regulator says.
August 21
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Clients have a tax-saving opportunity to transfer pre-tax contributions in retirement accounts to a Roth or life insurance policy under the new law.
August 21
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Mike Wons is the former CTO for the state of Illinois and is now serving as chief client officer for Kansas City, Missouri-based PayIt.
August 21 -
Steven Schneider currently serves as chief executive officer for Logi Analytics and holds more than 20 years of technology leadership experience. Prior to Logi, he was a founding partner of OnDemandIQ, a hosted business intelligence solution, and a practice manager at leading web technology company Proxicom.
August 21 -
Not just taxes, clients care about cost of living, health care quality, crime rates, culture and weather.
August 21
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