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John Orlando is executive vice president and chief financial officer at Centage. Having been with the company for over a decade, John has seen Centage grow from 15 to over 100 people while retaining its entrepreneurial spirit and improving its flagship product, Budget Maestro. Follow on Twitter @centage.

There will still be several different methods to have the fee waived.

Indeed they are. Not only are they less healthy, they are more likely to worry about not having enough funds for housing, utilities and other necessities.

Taylor Tipton is an associate in Baker Donelson’s Knoxville, Tenn., and Washington, D.C., offices.

Equine exposure should be done outside the core portfolio, using discretionary funds.

At least 274 advisors with $11.5 billion in client assets have left the fold since the acquisition.

The majority of public and private funds using the strategy launched in the last three years.

There are savvy ways to position a firm for a future sale, experts at Schwab Impact told advisors, beyond focusing on revenue or AUM.

Salvatore F. Sodano is vice chairman of Broadridge Advisor Solutions.