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The deal is part of the firm’s strategy to offer clients a focused set of specialist investment solutions.

For some clients, the amount of income that would fall into the zero tax bracket will increase by 3%, a far cry from the doubling that's been ballyhooed.

Evelyn Zohlen wants to build on the association's initiatives — including helping next gen planners find career paths.

A segmented market is ready to embrace scale, says Raymond James president Bill Van Law.

Michael Parker joins the regional firm as it ramps up recruiting efforts, netting a number of large wirehouse teams.

Owning a home can bring tax benefits, as well as equity that can be used to create an income stream, but in some cases a rental can be a better deal for retirees.

Can your clients use the increasingly popular "still working" rule? Yes, but get a handle on the rules first.

Practices can almost get rid entirely of expensive outside accounting services.

Firms are still losing assets despite positive performance, according to Simcorp’s senior sales manager.

The certification tells clients you have their best interests at heart. After that, is the name of the school important?