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Tax costs are too high, and clients need to take advantage of losses when they are available.
May 19
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Multibank holding companies that have long resisted consolidating their banks are finally giving in. The switch can offer a range of advantages beyond improved efficiency, but choosing the right moment for a consolidation and making sure not to spook customers can be tricky.
May 19 -
With Credit Suisse Group AG poised to become the first bank in more than a decade to admit to a crime in the U.S., regulators have been reaching out to some of the firms biggest business partners to avert a panic, according to a person briefed on those communications.
May 19 -
Planners gathered in Salt Lake City last week for NAPFA's annual spring conference, hearing the latest thinking on behavioral finance, student debt, practice management and more. Here are a few of the smartest things that Financial Planning's staff and contributors heard at the conference.
May 19 -
As clients live longer, they're looking to advisors for ways to boost retirement income. Here are three strategies to consider.
May 19 - Money Management Executive
Top Women in Asset Management Awards
May 16 -
Good advisors must resist the temptation to chase performance.
May 16 -
Contrarian investors believe it's better to buy low, but just because a fund has been down doesn't mean that a rise is inevitable.
May 16
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Some clients can qualify for valuable subsidies if they follow plans to hold down household income.
May 16
- Money Management Executive
In an industry still largely dominated by men, there are certain women in asset management who stand out for their unique leadership positions and styles - and their propensity to help others rise in the field.
May 16
