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The number of advisors registering with FINRA has fallen since 2016, as more planners elect a fee-only model.11h ago
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As anxious as they may be to take advantage of the opportunity, there are pitfalls and hidden costs, advisors warn.August 4
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Tax-rate arbitrage is one approach, but it’s far from the only one, according to contributor Michael Kitces.August 4
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Amid coronavirus-imposed lockdowns, the firm will retool and retrain approximately 3,000 young advisors.July 31
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The majority of advisors don’t understand how much of a positive difference they can make for their clients, says advisor Deborah Fox.July 28
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Procyon Partners, which caters to UHNW clients and retirement plans, had a rocky separation from the same former firm.July 28
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Perceptions on relationships, health, and lifestyle have also changed.July 28
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“It’s going to flip everything on its head,” says one XY Planning Network advisor.July 24
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The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.July 22
Tax partnerFarella Braun + Martel
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Today's near-3% rate is pretty extraordinary. If you don’t have a professional loan advisor in your network, now is the time to get one, writes our columnist.July 21
President and founderEmpyrion Wealth Management
