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The tax plan would make itemized deductions less valuable so some seniors would lose a deduction that covers payments for nursing homes, assisted living or inpatient hospital care.
November 9
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The new database is a good first step in helping to address gaps in the oversight of advisors, but more needs to be done, say industry observers.
November 8
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The firm aims to maximize its value to advisors, but observers caution that it faces big challenges.
November 8
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CEO Dan Arnold listed three reasons why the firm thinks its rivals peeled off some advisors.
November 8
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“People need to know what the rules are,” an industry consultant says.
November 7
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Trump's pick might have to manage a recession, given that the current expansion would become the longest ever in the next four years.
November 2
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Who would the changes help — and hurt? Baird’s director of advanced planning weighs in.
November 2
Baird Private Wealth Management -
Such a nominal bump may seem like the cost of doing business — but it raises hard questions about the board’s intentions and practices.
November 2
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The department's proposal furthers efforts to undo the controversial regulation.
November 2
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The bill will include “no changes” to popular 401(k) retirement plans, according to a House memo, and it’s not expected to repeal the Obamacare individual mandate.
November 2
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Jamie Dimon isn’t the only one with an opinion on the cryptocurrency.
November 1
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Taxpayers face a penalty known as an individual shared responsibility payment if they do not comply, IRS says.
October 30
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A Michigan CFP is deluged after a Trump aide with the same name pleads guilty as part of Justice Department special counsel Robert Mueller’s investigation.
October 30
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New solutions offer plenty of features but lack focus.
October 30
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CEO Dan Arnold said the acquisition of NPH’s assets will serve as a model for the future.
October 27
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Speaking to hundreds of industry executives, Jay Clayton said his agency can't simply supplant the Department of Labor.
October 26
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"This bill is a giant wet kiss to Wall Street,” Senator Elizabeth Warren says.
October 25
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The manager’s third quarter revenue topped analysts’ expectations thanks to its iShares business.
October 19
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As a result of CEO James Gorman’s strategic moves, the firm earns the biggest share of revenue from wealth management of the six biggest U.S. lenders.
October 18
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The company's broker headcount declined slightly, but it remains the largest wirehouse by number of advisors.
October 17
