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The meaning of independence takes on many different forms for these 10 financial advisors, wealth management executives, entrepreneurs and other experts.
June 4
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With brokerages, consolidation, lawsuits and more, independence ain't what it used to be. Advisors who want to break away must contend with ever-changing options and obstacles to define their own version of independence.
June 4
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Simple, doable steps performed by in-house staff can begin a financial services firm's data security odyssey.
June 4
MJD Advisors -
State tax rates on capital gains vary across the country.
June 4
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For more than half of U.S. households, retirement isn't a finish line. It's just a different phase of the marathon.
June 3
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The Section 121 exclusion and the step-up in basis are well known to financial advisors and tax professionals, but their clients will need to plan carefully to net the biggest potential savings.
June 3
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The likely more than $1 million award is the latest result from cases arguing that firms' pay policies run afoul of federal retirement law.
June 3
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The promotion comes as the latest step in the consolidation process that's been ongoing since the $15 billion firm's founding last year.
June 3
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Where are residents the most giving? Check out this ranking, which tracks the states with the most charitable donations, as well as volunteering and service.
June 3
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Brokerages have until June 26 to decide if they want to take part in a pilot program allowing them to continue inspecting their branch office remotely; plus, the rundown on residential supervisory locations
May 31
