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A planner's guide on what clients should do before and after the president-elect takes office. Plus, why the timing may be right for the "beaten-stock" strategy and getting to know the most-overlooked deductions.
December 8 -
Advisers are already prepping clients for sweeping changes coming under President-elect Trump's administration next year.
December 1 -
There's another approach to crafting a regulation that would benefit advisers and clients, RBC Wealth Management's former CEO says.
November 30Baird -
The new administration will have two paths it can take to stop the regulation from being implemented.
November 30 -
The Republican's hostility to all things Obama sets the stage for dramatic departures on financial regulation.
November 30 -
The fiduciary rule was an unintended gift for those who focus on income distribution planning.
November 29 -
The fiduciary rule was an unintended gift for those who focus on income distribution planning.
November 29 -
54% of mutual funds underperformed their benchmarks since the election, researchers find.
November 28 -
In nearly every major banking issue during his 13 years in Congress, Hensarling has pushed toward the right. He blamed the Dodd-Frank Act for slow economic growth.
November 23 -
Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.
November 23