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So-called reverse mortgages present a number of appealing features for borrowers — and a number of confounding tax implications, Michael Kitces writes.
May 22
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Preventing attrition is worth the extra effort to keep the practice healthy for succession.
May 20
Totum Wealth -
Millennials change jobs more than older generations, but thinking about the future is not a huge priority.
May 19
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The products are aimed at reducing volatility for clients seeking long-term growth. Plus: other launches.
May 19
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A 2014 law lets clients disabled before the age of 26 to save as much as $14,000 annually without facing any tax burden.
May 19
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The number of employees involved in compliance and regulatory work at U.S. Bank doubled over the past three years.
May 19
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It’s a good source for an honest critique, especially when a client might be hesitant to give one in person.
May 19
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Fee-only advisors should view it as a way to help more people rather than a sales exercise, according to one consultant.
May 19
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Market-implied wagers on a hike have been whipsawed by the political storm buffeting the White House.
May 19 -
The head of Putnams client engagement center is currently spearheading programming efforts to connect with female investors and millennials.
May 19
