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As technology disrupts the world, the advisory
business will face an unprecedented makeover.
She is the high-quality client who can lead
to the success of a professional’s practice.
President Barack Obama's tax plan would affect billionaires -- as well as people who aren’t wealthy enough to pay estate taxes, if their assets have gained sharply enough in value.
The plan would raise the top capital gains rate to 28 percent, impose tax increases for high earners, limit tax breaks for 529 plans and take other steps to pay for new programs.
Legend Financial says spouses have many ways to look for hidden assets.
Investment managers Bahl & Gaynor in Cincinnati have built up $12 billion in assets with a dividend approach for patient investors.
Four advisors have joined the firm as partners in Scottsdale, Ariz.
The Advanced Planning Group is a team of legal, tax and estate planning experts that provide support to advisors.
Consumers have increasingly sought investment advice from financial professionals, technology and employer-based programs over the past two years, according to a new study.
Probate judge leader names pitfalls that advisors face in managing trusts for executors.
A person who believes a huge financial gamble is about to pay off experiences the same brain activity as in one about to get a hit of cocaine, and the thought of a financial windfall is even more powerful than the sight of a naked body, he writes.
The national debate fanned by President Obama over new fiduciary standards for financial advisors shows that the country is veering too much toward punishment, says expert Donald Trone.
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