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Clients listening only to headlines can misunderstand rollovers and tax deductions.
The question for advisors is how best to choose the right managers.
Donor-advised funds can help facilitate the conversion of appreciated assets into tax-effective charitable contributions.
There are two complex subjects in a divorce where a financial advisor can be immensely helpful: structuring divorce settlements in a tax-advantaged manner and the division of retirement benefits.
Marketplace dynamics might force advisors to adopt the new financial technology sooner rather than later.
Most investors do not understand how to find a private placement opportunity that would meet their risk profile.
Entrepreneurship can be viewed as an alternative asset class and source of retirement income, maintains columnist and advisor Robert Laura.
A lottery ticket would have more chance of changing your clients' finances than Obama's tax proposals being officially unveiled tomorrow, says our Washington correspondent.
A new book offers many practical steps to financial advisors on how to increase their business, says our reviewer.
This is the second installment of a two-part series exploring how firms can position themselves as buyers of choice in 2015.
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