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Megan McArdle is a Bloomberg View columnist.

"The business model of the asset management industry is really archaic," says Scott MacKillop, founder of First Ascent Asset Management.

By buying EverBank Financial, the insurance and retirement savings behemoth will gain billions of dollars in low-cost deposits and access to many new lending products that it can offer to millions of clients.

Interest on municipal bonds doesn't always boost a return the way a client might expect. Plus the big savings from having highly appreciated company stock in a retirement account.

Ted Williams is a founder of Payor Logic, a national provider of healthcare revenue cycle solutions.

Some are better than others, with a few not yet updated for a law that eliminated double dipping.

Although millennials like impact investing, those with grandkids may also be on board.

Retirees over 65 will no longer be able to contribute to health savings accounts once they file for benefits.

Reducing adjusted gross income might more than offset the loss of an itemized deduction.

The firm was "cut out" from an entire class of advisers, says CEO Alexandra Lebenthal.