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The YouTube series host, Rising Stars award winner and Ballentine Partners financial education specialist joins the podcast.

Vanguard’s cut in investment minimum left smaller accounts holding the tax bag

A client received damages, interest and attorney fees as wealth managers await more fallout from a major fraud case.

Saifr’s technology flags risks and compliance issues in documents, social media posts and videos before they are sent for review.

Gift tax returns and the wealth transfer strategies they reflect don’t face the same IRS logjams as individual returns.

The advisors felt “some familiarity and also some loyalty” after spending decades affiliated with the wealth manager’s independent brokerage.

The wealth manager has primarily expanded through recruiting and M&A since its last major deal to acquire Hilliard Lyons.

The ETF industry is bringing a surprising twist to hands-off, passive investing.

Venture capitalists agree in spirit with an idea floated by the Securities and Exchange Commission that large private companies should divulge more about their finances. But they warn financial services innovation could be stifled if the requirements are too stringent.

The discipline and drive SaVion Harris learned on the playing field is serving him and his financial planning clients well, he writes.