Channels

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Fintech Pivots To Prepare For An M&A-Laden Future

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More mergers means there's going to be more clashes between advisors' favorite tech stacks.

The Biggest Bang For The Charity Buck

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The goals of philanthropists are changing, say these experts.

Can ETFs Come Back From A 'Down' Year?

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ETFs' relentless growth took a pause in 2022.

What's The Problem With Optimization?

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The computers are just doing what they're supposed to do. Is that not enough?

This Equity Fund Is Trouncing The S&P 500

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The Centre American Select Equity Fund has been a category leader for the past five years.

Dynamic Withdrawal System Can Save Affluent Clients Millions

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This dynamic withdrawal strategy can reap significant gains over other retirement asset strategies.

How To Handle Hyper-Political Clients

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Michael Kitces and Carl Richards offer tips for dealing with those clients who won't de-escalate.

Americans Now Believe They Need $1.25M To Retire, Study Says

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The report also found that Americans have upped their anticipated retirement age to 64 from 62.6 last year.

Social Security More Valuable Than Ever, Even for Millionaires, Advisors Say

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The maximum monthly benefit hits $4,485 in January, helping even wealthy investors navigate stock market declines.

IRS Shifts Income Tax Thresholds To Offset Inflation

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The new limits impact income, estate and gift taxes.

Tax Strategies For Clients With Extra Cash

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The clock is ticking for the implementation of tax strategies for cash-rich clients.

The Problem With Experts

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The problems faced by so-called experts in financial markets and politics didn't begin in 2022.

There's More To Year-End Taxes Than Harvesting 2022's Losses

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An EisnerAmper pro suggests five strategies to help clients save on their tax bill.

BMO Launches ARK-Managed ETF Series Focusing On Innovation

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Each of the new BMO ETFs has a management fee of 0.75% and will be listed on the Toronto Stock Exchange.

Annuity Sales Rise To Record Level In Q3

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The rocky stock market continued to make annuities an attractive option for investors, according to LIMRA.

I Want To Be A Partner

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Reaching my goal was not a straight-line path.

Be A Video Star

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Video marketing can help you build your brand and connect with clients.

Rooting Out Estate Planning Opportunities

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These tips will help clients and win over attorneys as referral sources.

Why Deglobalization Makes U.S. Inflation Worse

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Beating high inflation in the U.S. and elsewhere requires a coordinated global response.

Start A Foundation Before Year's End

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Private foundations offer a host of tax benefits to wealthy clients and are easier to establish than you might think.

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