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The industry veteran explained at Future Proof why more financial advisors and their clients are looking outside traditional markets.
February 14
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Teresa Bailey is a Senior Wealth Strategist and Director of Development at Waddell & Associates, orchestrating the financial affairs of clients and building the W&A brand.
February 14
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IRS algorithms in determining tax returns to audit, enforcement policy and resource constraints result in significant racial disparity in returns chosen for a tax audit.
February 14
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More than one-third of converted funds have posted net outflows since they made the switch, according to data compiled by Bloomberg.
February 14 -
Yael Malek is Chief People Officer of Bluevine, a fintech that provides banking services for small businesses.
February 14
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With 10 to 20 good working years left, financial advisors describe what their middle-aged clients are doing to get ready for a non-work life.
February 14
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Jennifer Lamb is the Vice President of Unemployment Claims Management at Equifax Workforce Solutions. Jennifer has been with Equifax Workforce Solutions for over 15 years, with leadership roles in both Operations and Verification Services. Her primary focus is to help drive efficiencies and process improvement while maintaining a customer centric focus.
February 14
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Estate planning experts from Bank of America Private Bank, Citi and Trust & Will shared advice on five common hurdles they see when working with couples.
February 13
