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After his record $2.3 billion purchase of the Carolina Panthers, some clients became concerned the demands of owning an NFL team might be too distracting.

As much as 46% believe Medicare will cover the costs of long-term care.

The firm aims for a bigger foothold in a competitive sector with new offerings around tech, service, advisory programs and practice management.

The approved legislation relaxes rules for retirement savers.

The number of recipients has increased as the baby boomer generation reaches retirement age.

Seniors who hold retirement savings in various assets should develop a tax-efficient withdrawal strategy.

While the wirehouse has suffered from advisor attrition, the regional BD has grown its brokerage ranks.

CEO Dan Arnold presented details of the firm's mounting ambition after announcing the acquisition of a brokerage and RIA with $3 billion in client assets.

From divorce and death to retirement and discrimination, planners share the lessons they have learned from client challenges.

The agency processed more of every major type of form during FY 2018 than during the prior year, with the exception of estate tax returns.

Firms look to attract client cash from Wall Street institutions by offering a buffet of services that cover banking and investing needs.

The chances of getting audited for people making at least $10 million plunged during the last fiscal year, IRS data shows.

Technology has created efficiencies for RIAs. It’s also a danger, says the firm’s COO.

The billions of dollars that have flooded the state and local debt market this year have only heightened the craving.

“The general feeling is that progress is made every day, little by little,” an executive said of the crypto community’s optimism.

Swiss banks face pressure across Europe, with prosecutors in France, Germany and Italy accusing them of helping clients hide money from tax authorities.

Despite the win, a proxy adviser had raised concerns that the bank’s compensation committee uses too much discretion when determining total pay.

The IBD last recruited a practice from Cetera in October.

The firm has a particular focus on female clients and empowering women to better control their finances.

Dakota Wealth Management’s fourth deal in 13 months brings its AUM close to $1 billion.