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Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.
November 29
Jefferson National -
The move occurred just days before UBS said it would exit the Broker Protocol.
November 29
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One-third of households headed by Americans aged 65 and older derive 90% of their retirement income from Social Security, according to a GAO report.
November 28
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A massive acquisition, the possible end of the Broker Protocol and other issues will shape the industry in 2018.
November 28
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The cryptocurrency is viable, more private and more secure than the world’s major reserve currencies, proponents argue. They are wrong.
November 28
Mercer Advisors -
The regional firm pulled its latest hires from Wells Fargo and Merrill Lynch.
November 28
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The strategy could provide lifelong cash flow by trimming longevity risk.
November 28
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The IBD's longtime head stepped down as part of a plan to remake the firm.
November 28
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Whether they have a mortgage does not affect the capital gains calculation, according to a CFP.
November 27
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Retirees should ensure that they take their first required minimum distribution from their tax-deferred retirement account in the year they reach 70 1/2 or face a 50% penalty.
November 27
