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The gift outlays — and the many rules and potential duties tied to them — can affect clients' long-term trail toward RMDs, Roth IRAs, the FAFSA and other areas.
February 5
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Yerbol Orynbayev is president at TurmaFinTech, a fintech startup helping U.S. community banks retain customers through AI and ML tools. Prior to his consultancy career, Orynbayev served as the deputy prime minister of Kazakhstan from 2007 to 2013 and as aide to the president on economic policy from 2013 to 2015. He also worked as the governor of the World Bank on behalf of Kazakhstan and helped steer the nation out of the 2008 financial crisis.
February 5
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Major employers like IBM and Ikea are touting the benefits of pensions on their employees' financial well-being. Is the industry ready for a comeback?
February 5
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In the quest for predictable growth, it was exciting to see firm leaders at T3 rally around the need for innovation in the front office.
February 5
Catchlight -
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