But the new rules for deductions, capital-gains exclusions and estate planning merit a lot of strategic discussions for financial advisors and entrepreneurial clients.
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Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients alike, estate planning conversations can be difficult but essential.
10h ago
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Whatever the reasons behind the relocation, advisors can ensure that proper planning will reduce extra expenses and unforeseen headaches.
11h ago
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Bottles and casks from sought-after brands and years can be worth big money, but fraud and market bubbles can make for a highly volatile market.
August 6
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Many retirees mistakenly believe Medicare will cover all their medical costs, but new Fidelity research reveals that even without long-term care, routine health care expenses can add up to tens of thousands of dollars.
August 6
Financial Planning announces its 2025 class of the top 40 most productive employee wealth management brokers under age 40.
Financial Planning announces its 2025 class of the top 40 most productive employee brokers under age 40 at regional U.S. firms.
In an industry with too few advisors, many say the failure rate for newcomers remains disconcertingly high. But brokers on Financial Planning's top 40 under 40 list say they wouldn't be where they are without early career training.
Across the last five years of Financial Planning's 40 under 40 list, a few key insights have emerged about where the industry is at — and where it's headed.
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Nearly one-third of affluent investors don't have an estate plan, according to an Escalent survey. For advisors and clients alike, estate planning conversations can be difficult but essential.
10h ago -
Whatever the reasons behind the relocation, advisors can ensure that proper planning will reduce extra expenses and unforeseen headaches.
11h ago -
Valuation experts caution that advisors selling their businesses put too much weight on EBITDA multiples and overlook many factors that can reduce the value of a deal.
August 4
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AFE Private Wealth's upcoming move to a larger office will launch what its partners say is a separate but symbiotic pairing with an exclusive gathering place.
August 4
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Between new senior tax deductions and fast-approaching funding shortfalls, it has been a turbulent few months for Social Security.
August 4
