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Wells Fargo, Baird, Avantax, Kestra, Janney Montgomery Scott, IRAs, Derek Jeter and other news this week in financial advice.

Harvest’s micro-saving and investing technology is designed to turn spenders into savers, and eventually into investors.

Amanda Daugherty accused the wealth manager of gender-based discrimination and unlawful termination.

After years of lagging other industries, financial services marketers are finally ramping up their digital investments. But this new spending must be aligned with smart strategies and urgency.

Notice 2021-25 offers details on a provision of the COVID-19 relief package from last December that allows a temporarily larger deduction.

NCCPAP’s Stephen Mankowski shares details from the service on filing date extensions and more.

The 20 mutual funds in this ranking outpaced broader markets over the past year with an average gain of more than 68%.

Our annual analysis of core compensation components at wirehouses, regional and national BDs.

The largest brokerages typically make comp changes that are ‘evolutionary, rather than revolutionary.’

"Think of the ideal FA as having the head of a capitalist and the heart of a social worker," writes Ally Invest president Lule Demmissie.