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When it comes to present giving, some advisors stick to the tried-and-true method of sending some chocolates or a nice fruit basket. But others look to step up their gift game.
From artistic umbrellas to gadgets for the car, these advisors have come up some interesting ideas to show appreciation for their clients.
Advisors who specialize in working with neurodivergent clients are finding new technology has helped streamline communication and grow their client bases.
Republican President-elect Donald Trump is headed back to the White House, and his party will retake the U.S. Senate, which likely means deregulation and lower taxes.
A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy.
After an exhausting presidential campaign, here are the key policy, investment strategy and practice management topics for financial advisors and their clients.
The return of the former president to the White House gives him an opportunity to deliver on his many tax promises.
Adam Schiff, known as a pro-cryptocurrency lawmaker, has also introduced bills that would regulate "revolving door" employment at banking regulators.
