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Jaqueline Post is VP of marketing at BluCurrent CU in Springfield, Mo.

Melbinger is a partner in Winston & Strawn’s employee benefits and executive compensation practice, which has been recognized in the past year by Chambers, U.S. & World Report–Best Lawyers, and The Legal 500. Melbinger works out of the firm’s Chicago office and practices exclusively in the area of executive compensation and employee retirement benefit issues for corporations, boards of directors, partnerships, executives, and fiduciaries.

Clients should opt for simpler annuities, which tend to be less expensive than those with more complicated terms.

Martin Pfinsgraff recently retired as senior deputy comptroller for large-bank supervision at the Office of the Comptroller of the Currency. Before that he had spent two years as head of credit and market risk policy. He had previously been involved in founding iJET, a provider of enterprise risk management services, and had various senior management positions at Prudential Insurance, Prudential Securities and Mellon Bank.

Advisers with their own practices would see their tax rates cut to 15% under the new proposal.

The firm's Private Client Group saw pretax profits drop to $29 million from $83 million for the year-ago period.

Here are four ways for advisers to position themselves as client-focused.

Here are four ways for advisers to position themselves as client-focused.

As investors assess the winners and losers from the Trump administration's policies and digest mixed economic data, they aren't endorsing all shares.