The Assets: Tax planning
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August 17, 2018How Wealth Managers Can Use Pensions to Reduce TaxesDefined-benefit plans let certain professional business owners reduce their taxable income.No Comments
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August 7, 2018How Regional Banks Do Wealth ManagementIn Ohio, regional banks offer a complete set of financial planning services, although account minimums can be $1 million or more.No Comments
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August 2, 2018Merrill Lynch Lawsuit Brings Cautionary Tale to FAs Handling Client Estate DocumentsThe suit concerns the apparent lack of execution of a transfer on death agreement.No Comments
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July 31, 2018Why Robos Aren’t the Cause of Fee CompressionRobos can help financial advisors prevent further pressure on fees.No Comments
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July 30, 2018Ladenburg Invests in Tech Startup Geared Toward the Self-EmployedThe firm aims to help advisors serve clients in an increasingly “gig economy” environment.No Comments
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July 25, 2018Fidelity Loses $2.7 Billion Advisor to New RIALarry Rollins will lead a new office for Brenton Point Wealth Advisors.No Comments
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June 28, 2018FAs Aren’t Talking to Clients About What Clients Want to DiscussMeanwhile, many clients appear unprepared for health and caregiving costs.No Comments
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June 27, 2018All Special Designations Aren't Created Equal: How to Tell the Significant from the SuspectFAs say obtaining special designations can be of great value … but only if advisors pursue the correct ones.Last Comment: June 27, 2018
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June 27, 2018Healthcare Costs Worry Even the AffluentThree-quarters of Americans over 50 earning over $150,000 annually are concerned about run-away healthcare costs.No Comments
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June 22, 2018How to Disrupt Your Clients’ Stress ResponseUnderstanding patterns in behavior help prevent irrational decisions.No Comments
