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The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS and, probably, an advisor for each spouse.
January 16
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Top deals from Q4 include Wealth Enhancement Group's deal with Levy Wealth Management Group and Cetera's bid for Concourse Financial Group Securities.
January 16
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These and other issues were the topics of the "2025 Markets & Economy Outlook" webinar Monday with Fidelity Investments.
January 14
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Regulators accused the online brokerage of failing to accurately report trades, comply with short selling rules and maintain proper books and records, among other things.
January 13
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When he's not preparing to climb the world's highest mountains and run the major marathons, Joe McQuaid, managing director of platform solutions and advisor experience, ensures Concurrent Investment Advisors' tech stack has stamina.
January 13
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The answer depends first and foremost on how much time financial advisors have for an emotionally and technically challenging process, experts said.
January 9
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The most precipitous drop of any category was in asset allocation, as advisors signaled they would be less aggressive with investments in the new year.
January 9
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Data from the Tax Foundation's 2025 State Tax Competitiveness Index ranked which states compete on sales and excise taxes, and which don't.
January 9
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Every state levies property taxes, but some states have high or complex property tax structures, making them less competitive.
January 7
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A lawyer in New York needs help paying off her loans from law school. Are educational assistance programs the answer?
January 2
