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The high court heard arguments in a case about a commonly used succession planning tool for closely held businesses that may affect advisors' clients.
April 5
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More than 60% of wealth managers know AI as ChatGPT, but hallucinations with big language applications have blocked them from using AI in finance predictions, a survey shows.
April 5
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Justin R. Heller, CFP, ChFC is the founder and president of Florida-based investment advisor
Heller Private Wealth .He works with clients including high-net-worth individuals and families, business owners and corporate executives, as well as professional athletes and coaches. Learn more at
hellerprivatewealth.com .April 5
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Authors add that the asset class can still be a welcome source of diversification for investors who can stomach the risk.
April 5
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Liza has been a commercial insurance broker for 22 years. She was recently promoted to regional sales leader, West Region for Foundation Risk Partners where she helps support growth initiatives and the deployment of value-added resources.
April 5
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Senate Republicans don't want to hand President Joe Biden an election-year victory on the legislation, which includes both child and business tax breaks, lawmakers and aides have said.
April 4
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The "magic number" Americans think they'll need for a comfortable retirement went way up this year — but their actual savings went down.
April 4
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Having hit most of the big Wall Street firms with hefty fines for misusing WhatsApp and similar services, regulators are now turning their attention to independent advisors.
April 4
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The giant insurer fired three financial advisors based on false claims about their specialty insurance consulting business, according to their attorney.
April 4
