FINANCIAL PLANNING/WEALTH MANAGEMENT

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Looking Out For The Amazon Of Financial Services

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To earn the “Amazon” moniker, firms need to integrate all of the functions of a comprehensive advice platform.

JPMorgan Is In A Fight Over Its Client's Lost $50 Million Fortune

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At age 78, Peter Doelger was worth at least $50 million, but as dementia set in over the next five years, it was nearly wiped out.

These Are The Best And Worst Cities For Expats In 2023

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Northern and central Europe appear to be the best places to go for U.S. expats.

Young Investors' Support For ESG Causes Declines In 2023 'Gut Check'

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Long thought to portend a strong future for the style, the once-strong appetite for ESG among millennials and Gen Z has plummeted.

More Than One-Third Of American Workers Turn To Freelance Jobs In 2023

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Some took side gigs to supplement their income, others turned away from traditional full-time jobs entirely.

Advisors' Most Pressing RMD Questions For The Final Weeks Of 2023

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There's a lot of confusion on who will be subject to required minimum distributions before year end.

Constitutional Or Not, Wealth Taxes Are Bad Economics

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A Supreme Court case about unrealized capital gains has implications for Biden's proposed tax on the very wealthy.

Consider These Year-End Tax Moves For Business-Owner Clients

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Business owners should prepare now for the sunsetting of provisions of the 2017 Tax Cuts and Jobs Act.

A Look At Private Equity's Imperative

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Private equity is now in the driver's seat at many RIAs.

What Future Clients Really Want

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Advisors are falling victim to a number of inaccurate stereotypes about tomorrow's clients.

From Riches To Rags

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A former Morgan Stanley advisor may have cracked the code on how to keep pro athletes out of bankruptcy.

America's Top 1% Don't Make As Much As You Might Think

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Income inequality is still a huge problem, but it hasn't been growing as quickly as some statistics indicate.

Gifting, Roth IRAs Figure Big In 2023 End-Of-Year Tax Moves

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The looming sunset of some 2017 tax reforms is starting to figure into tax planning.

Is It Time For Dividend Stocks?

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Many experts are bullish about sectors that have been out of favor.

How To Withdraw Claims For The Employee Retention Tax Credit

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The prevalence of "mills" hawking these tax credits has brought them under IRS scrutiny.

Billionaire Tax Rests On A Disputed $14,729 Refund At The Supreme Court

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The justices are considering whether Congress can put a levy on stock holdings, real estate and other wealth.

Heirs Beat Self-Made Billionaires For First Time In UBS Survey

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The survey points to a historic shift as billionaire entrepreneurs hand over their fortunes.

Sponsored Content: Austin Collins--Turning Goals Into Reality

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Austin Collins of Integrated Wealth Advisors designed a business that enables him to bring amazing value to his clients.

Warren Buffett Says His Will Is Going To Be 'Simple' And Public

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Buffett is the world's ninth-richest person, with a $120.8 billion net worth.

Morningstar Compares Fidelity, Schwab And Vanguard's Donor-Advised Funds

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As investors wrap up 2023 charitable donations, Morningstar explains how Fidelity, Schwab and Vanguard funds differ.

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