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Helping Clients With 'The Great Wealth Transfer'

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Advisors have to be proactive to ensure clients seamlessly transition their assets.

The Compensation Conundrum

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Devising a comprehensive compensation plan for advisory firms gets particularly complex, because it says a lot about where firms place their priorities.

This Point In Time

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Remember that the clients you're talking to are in the middle of their own narrative. You must find out what it is.

Public Or Private Debt?

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Which one is better for your fixed-income allocation?

Safeguarding Clients From Fraud In The AI Age

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Advisors face the dual challenge of embracing AI's benefits while safeguarding their clients against fraud.

Muni Bonds Aren't Just For Rich Folks

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The Baird Strategic Municipal Bond Fund has outperformed during its five-year run.

The Bull Market In Bonds Is Just Beginning

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The past isn't always prologue when it comes to a falling interest rate environment.

eMoney Launches New Client Visualization Feature Called 'My Plan'

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The feature gives end clients significant control over how they see their plan.

Selling A Business: This Tax Trick Can Increase A Seller's Price By 10%

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But the benefits of this tactic can be used only by owners of S corporations.

How Do You Ask Clients To Pay More?

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Every advisor should be able to rationalize what they change

How Fair Is Your Compensation?

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Building a fair compensation system means answering some difficult questions.

Past Rate-Cut Cycles And Future Sector Performance

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Does the conventional wisdom about winning cyclicals always play out?

Alt Investors Point Out Four Opportunity Areas

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Private credit, infrastructure, secondaries and multi-family real estate are the best bets, they say.

How A Year-Round Tax-Loss Harvesting Strategy Adds Value

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This Chicago firm uses active equity strategies seeking to eliminate a client's tax drag.

Lido Advisors Partners With Colorado Firm With $600M AUM

by FA Staff

The move adds services for ultra-wealthy clients, Lido Advisors said.

Stop Guessing, Start Scaling: The Proven Formula For Predictable Firm Growth

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The firms that start integrating data, tech and AI are the ones that will advance far ahead of their competition.

Some Advisors Urge Caution On Big Estate Gifts

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Advisors should be discussing estate gifts with clients now while anticipating the sunset of the 2017 tax law.

LPL Q3 Earnings Beat Estimates; Firm Adds 224 Net New Advisors

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LPL has seemingly shrugged off the firing of CEO Dan Arnold, beating earnings and seeing its stock rise.

Elizabeth Warren Presses DOJ On Accountability Of TD Executives, Charges

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She wanted to know why executives weren't charged over the lender's failure to prevent money laundering.

BlackRock Seeks To Mimic Vanguard's Exclusive Tax-Saving Funds

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The firm wants to replicate a unique tax-saving fund after Vanguard's patent on it expired.

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