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Financial advisors and tax experts say HOA fees are usually not deductible, unless the home is used for a business or as a rental property.
11h ago -
Jeff McMillan will be in charge of marshaling the firm's investments in artificial intelligence to drive efficiency.
March 15 -
The legal action also alleges Mark Lamkin's former associates conspired behind his back to prevent him from leaving with his clients.
March 14 -
Financial advisors and tax pros say the exemption poses a lot of complexity — and substantial savings. But it could go away at the end of next year.
March 14 -
RIAs must consider the bottom line when evaluating health care planning options, but the positives of delivering more holistic and comprehensive planning to your clients should not be overlooked.
March 14Burney Wealth Management -
Industry recruiters still wonder if the regional firm's new recruits bring the experience needed to replace the experienced teams that have been leaving.
March 13 -
Mark Higgins argues that more financial advisors and investors should be taking their cues from the past 200 years rather than the most recent decades.
March 13 -
The fintech CEO says advisors can build better trust and stronger client relationships simply by being better at listening.
March 12 -
Don't lose trust by relying on AI-driven, impersonal digital marketing blasts. Instead, win new clients and deepen existing relationships with these techniques.
March 12Impact Communications -
With two fields increasingly working together, wealth management and accounting firms are rolling out tools. Are financial advisors ready to work with the robots?
March 11