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As the former president reenters the White House, significant changes to Medicare could be on the horizon. Here's what to expect.
November 11
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A lawyer in the case says his legal team was able to present text messages showing a Stifel wealth manager had been touting complex structured notes as low-risk investments.
November 11
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Credits or deductions for renovations, repairs or energy-efficient upgrades are available — but clients often need reminders and professional help to get them.
November 11
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Cetera also announces the retirement of its longtime CEO at the end of the year.
November 8
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Merrill's digital match program is finding client growth by using an algorithm to pair clients and advisors largely based on personalities rather than asset distribution. Meanwhile, Mercer Advisors uses human matchmakers.
November 8
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Regulators say Invesco felt pressure to overstate its investment support for environmental, social and governance causes for fear that hundreds of billions in AUM would walk out the door.
November 8
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Women clients tend to seek advisor referrals from other women and prioritize long-term planning, an Edward Jones study indicates.
November 8
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The criticism from the largest brokerages, investment banks and asset managers runs the other way from that of planners who argue the guidelines are insufficient.
November 8
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Edward Jones' 2024 winning streak continues. In the third quarter, the firm's advisor headcount expanded and its net revenue rose by double digits.
November 8
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Michael Kitces recently warned advisors about AI developers who promise their decision-making algorithm can beat the market. Software providers disagree, arguing advisors will one day need such AI tools.
November 7
