"These portfolios give individuals an attractive alternative for managing their fixed-income investments by blending the buying power and expertise of BNY Capital Markets with the tax-management potential of municipal bonds and the independent advisers understanding of each clients needs," said Christopher W. Tomecek, president of Lockwood Advisors.
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Experts say that families often get caught off guard by their loved ones' cognitive decline and it's a crucial component of planning that is frequently left undiscussed.
5m ago -
The CFP Board promised to enhance its review processes after an investigation found major shortcomings. A new analysis of CFP data found that the problem has only gotten worse.
7h ago -
Terri Kallsen will precede him next year as chair of the Board of Directors; Seay will take over that role in 2027.
July 16 -
The popular industry recruiting and retention barometer provided another window into the challenges facing LPL Financial with its latest major acquisition.
July 16 -
The Wall Street powerhouse has built its wealth division in large part through big deals but is not "looking to make acquisitions just for the sake of it, " said CEO Ted Pick.
July 16 -
The Treasury Department and the IRS will need to roll out guidance to explain the bill's newer provisions and how they differ from earlier tax legislation.
July 16