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CPAs and enrolled agents who added planning services generated an average of $1.7 million in incremental revenue over five years, a survey shows.
May 4
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The itemized deduction for investment fees may have been eliminated, but clients still need guidance on paying IRA expenses. Here's what to tell them.
May 4
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The No. 1 IBD has completed the NPH acquisition, but CEO Dan Arnold unveiled further growth initiatives amid challenges to its dominance.
May 4
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Miguel Ballestas was discharged from the firm after allegations of insider trading.
May 4
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Medicare premiums will increase for high-income retirees because of the change in the income brackets that will serve as basis for determining these premiums for their Part B and Part D coverage.
May 3
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Jodi Perry took over as national director of the independent contractor division as the firm seeks to keep up its strong momentum.
May 3
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Richard Frick had overseen the wirehouse's Philadelphia operations since 2011.
May 3
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Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
May 3
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Financial advisors should immediately contact clients with prenuptial agreements to see if they’re impacted.
May 3
Rackemann, Sawyer & Brewster -
With the stock market on the upswing and the regulatory environment continuing to show signs of easing, many advisors are starting 2018 from a strong foundation. For growth-focused advisors, now may be the time to make a strategic move that can help improve their competitiveness.
