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REGULATION: Morningstar probes 'modern conflict'
Money Management Executive, 2019-12, Vol.27 (8), p.1
2019
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Waddell Reed expects 'unprecedented change'
Money Management Executive, 2017, Vol.25 (45), p.1
2017
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Annuity firms target wary advisors
Money Management Executive, 2017, Vol.25 (43), p.1
2017
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Annuities transform, spurred by fiduciary rule
Money Management Executive, 2017, Vol.25 (37), p.1
2017
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LPL to cut fund fees amid fiduciary uncertainty
Money Management Executive, 2017, Vol.25 (27), p.1
2017
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Fund alphabet to lose letters in fiduciary future
Money Management Executive, 2017, Vol.25 (24), p.1
2017
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With property taxes rising, here's what to tell clients: As a growing area of expense, the impact to budgets and financial plans merits a discussion, according to experts
Financial planning (Atlanta, Ga.), 2024-10, Vol.54 (8), p.28
2024
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How to guide clients out of big stock concentrations: The planning strategies for large individual equity holdings pose tax, investment and behavioral questions
Financial planning (Atlanta, Ga.), 2024-10, Vol.54 (8), p.32
2024
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Planning for collectibles - if they're actually valuable: Baseball cards, sneakers, antiques and stuffed animals could sell for a lot - or be a time suck and an emotional drain
Financial planning (Atlanta, Ga.), 2024-10, Vol.54 (8), p.9
2024
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These common HSA mistakes can cost clients: Planners can help avoid major headaches by guiding clients through the strict guidelines for the accounts
Financial planning (Atlanta, Ga.), 2024-10, Vol.54 (8), p.11
2024
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Read before selling: The many alternatives to M&A: If advisors face challenges, experts say they can be solved without letting go of their firms
Financial planning (Atlanta, Ga.), 2024-10, Vol.54 (8), p.12
2024
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What RIA sellers should know about equity offers: The rollovers pose important practice management, tax and business questions
Financial planning (Atlanta, Ga.), 2024-10, Vol.54 (8), p.6
2024
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Great art can bring grand tax savings on capital gains: Works of art carry higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis
Financial planning (Atlanta, Ga.), 2024-09, Vol.54 (7), p.26
2024
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Advisors, clients warm up to preferred securities: The growing fixed-income products carry some risks, but their returns and tax savings can be attractive
Financial planning (Atlanta, Ga.), 2024-09, Vol.54 (7), p.29
2024
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Nonfinancial reasons clients hire, keep or fire advisors: Emotional or personal motivations can be just as important (or more) than a need for "functional" professional services
Financial planning (Atlanta, Ga.), 2024-09, Vol.54 (7), p.8
2024
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IBD Elite 2024The myth of big versus small: The largest firms enjoy distinct advantages, to be sure. But many small and midsize independent wealth management firms have an edge, too
Financial planning (Atlanta, Ga.), 2024-09, Vol.54 (7), p.15
2024
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The highs and lows of target date funds: The products carry more risk and subtleties than the underlying notion of a simple "glide path" to retirement
Financial planning (Atlanta, Ga.), 2024-07, Vol.54 (6), p.28
2024
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How financial advisors can best manage biases: Prospective affluent clients told Cerulli they exhibit common forms of distraction from an objective view of investing
Financial planning (Atlanta, Ga.), 2024-07, Vol.54 (6), p.6
2024
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Independence? It depends: With brokerages, consolidation, lawsuits and more, independence ain't what it used to be. Advisors who want to break away must contend with ever-changing options and obstacles to define their own version of independence
Financial planning (Atlanta, Ga.), 2024-07, Vol.54 (6), p.15
2024
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The unlimited annuity that shields ultrarich clients: Proposals to crack down on private placement insurance contracts aren't close to becoming law; here's how advisors can use them for the time being
Financial planning (Atlanta, Ga.), 2024-07, Vol.54 (6), p.23
2024
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Life insurance strategy could save rich clients millions: Financial advisors and tax pros with high net worth clients could find big advantages before certain provisions sunset
Financial planning (Atlanta, Ga.), 2024-06, Vol.54 (5), p.28
2024
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Creating industry on-ramps as 100K advisors head toward the exit: Some planners and firms are taking action to address impending retirements. Here's why opening more pathways into the field matters to every company in wealth management
Financial planning (Atlanta, Ga.), 2024-06, Vol.54 (5), p.17
2024
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With Congress slow to act, advisors can plan ahead: The potential expiration of the Tax Cuts and Jobs Act leaves planners and clients in limbo, but proactive strategies exist
Financial planning (Atlanta, Ga.), 2024-06, Vol.54 (5), p.27
2024
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Alts can come with tax friction, unpleasant surprises: Reporting requirements and asset location could loom large for clients seeking greater yield and diversification
Financial planning (Atlanta, Ga.), 2024-06, Vol.54 (5), p.26
2024
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Why cash is still king - even with Fed cuts looming: Products with much higher yields are available, but research suggests some advisors are missing the opportunity
Financial planning (Atlanta, Ga.), 2024-06, Vol.54 (5), p.31
2024
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