January 13, 2018

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Available to subscribers only


Available to subscribers only

Featured News

Tax reform: 7 essential strategies for financial advisers

While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money-saving strategies for clients as well as their own businesses.

Oops! Unintended consequences of tax-law changes

Will clients become more interested in paying commissions? Will the new tax law steer more financial advisers toward independent channels? It could.

Amid seller's market for RIAs, firms must prep for potential sale

Valuations of RIAs will continue to entail more art than science.


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