Paul Brahim has made title protection and financial literacy requirements for students nationwide among his top goals for the organization.
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The Trump administration is changing many prior policies, but supporters of this proposal are calling for further action to protect the complex tax savings maneuver.
2h ago
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While vintage Fenders, Gibsons and Martins can be worth thousands or even millions, advisors caution that collecting guitars should be for the love first and foremost.
May 27
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Retiree income in the U.S. lags far behind the national median for household earnings, but these top cities are bucking the trend, according to a new SmartAsset study.
May 27
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The flow of financial advisors to the independent channels is certainly accelerating. But the traditional brokerage giants still offer advantages for some teams.
May 27
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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The annual SmartAsset study reveals how the industry extends far beyond Wall Street's geography.
May 22
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Also this week, LPL picks up teams from Cetera and Ameriprise and Stifel draws from Merrill
May 22
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It would extend Trump's first-term tax cuts due to expire Dec. 31, along with new tax relief including raising the limit on deducting state and local taxes.
May 22
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The increasingly popular Section 351 process offers many low-basis investment portfolios an exit ramp — without incurring any capital gains.
May 21
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Regulators discovered Julie Darrah had been siphoning millions from elderly clients after WEG bought her practice in 2021.
May 21