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The ratio of women to men CFP holders hasn’t changed for at least a decade. Kathleen McQuiggan wants to change that.
January 16 -
How will companies share their tax windfalls?
January 16 -
Seniors are less likely to itemize tax deductions this year as a result, an expert says.
January 16 -
In On Wall Street's annual ranking of successful young planners, who made the cut?
January 16 -
Annual contribution limits for 401(k) plans have been raised to $18,500 this year, with catch-up contribution limits capped at $6,000.
January 12 -
Limited competition, lower prices and plentiful inventory give buyers the upper hand in these real estate markets.
January 12 -
Fourth-quarter profits ticked up a modest 1% year-over-year to $659 million even as number of advisors dropped 2%.
January 12 -
Data reported by FUSE Research.
January 12 -
The proliferation of smart beta and increased AUM are among the forecasts by industry experts.
January 12 -
‘This move highlights the increasing regulatory burdens faced by independents and the solutions that Stifel can offer,’ regional director Kevin Ortmeyer says.
January 12















