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Designating charities as a beneficiary of their retirement accounts is one strategy that can enhance their tax savings.

The Federal Reserve has voted unanimously to cut the interest rate 50 basis points to 1.10% effective March 4, in the first emergency rate cut since 2008.

The Federal Open Market Committee cut the fed funds rate target 50 basis points to a range between 1% and 1.25%, it announced Tuesday.

“It is really as important for plans to get people thinking about income rather than just accumulation,” an expert says.

The deal is the latest by a larger company seeking to gain fintech market share.

Interestingly, the measure often used by analysts and planners just happens to be the one that doesn’t reflect how most clients actually invest or withdraw money.

LPL’s continuing major poaches from rivals make up only one of the kinds of ways that firms are vying to attract and retain advisors.

The new recruits are not the first to trade in the wirehouse for the regional broker-dealer.

Five years of alleged promises, checks that never arrived, and a mysterious employee named “Tryg Nederloe” add up to a bizarre saga with wide ramifications.

For planners who embrace the potential to provide these services, it can be a natural next-generation service offering.