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The TIFIN group owns 10 companies building software for individual aspects of the wealth and asset management industry.
April 22
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Outmoded, unpopular, a tad unsavory: the once-ubiquitous title is now out of favor.
April 22
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After appointing the committee and starting a new conference series, co-chairs Fanci Worthington and Stephen Oliver are asking all advisors to get involved.
April 22
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The six-person will focus on ultra-high-net-worth families and individuals in South Florida.
April 22
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The IRS and the Treasury Department are giving small businesses that received Paycheck Protection Program loans in the first round a way to deduct expenses they couldn’t claim last year.
April 22
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From compliance to technology and succession, advisors may be under the wrong impressions about launching their own firms.
April 22
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The lineup of exclusively short-duration fixed-income products, taxable and municipal, still managed an overall gain.
April 21
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After 10 years at Merrill Lynch, a financial planner felt an entrepreneurial itch; "We should do this."
April 21
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The all-virtual event for senior wealth management executives takes place on May 12 and 13.
April 21
