6 Planning Differences for Female Clients
March 23, 2015 5:11 PM
Even without net new assets, the firm's assets under management and administration were pushed upward by market gains.
Areas around Jackson Hole, Aspen, Palm Beach, Miami, New York, Dallas and Austin are in the group. Other top performers may come as more of a surprise.
Expanded 529 plans and pass-through deductions are a boon for the wealth management industry, but the sweeping tax bill comes with its challenges.
The Trump administration is changing many prior policies, but supporters of this proposal are calling for further action to protect the complex tax savings maneuver.
Paul Brahim has made title protection and financial literacy requirements for students nationwide among his top goals for the organization.