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Certain Trusts Take The Sting Out Of Estate Tax Increases

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These vehicles give wealthy clients flexibility in dealing with any increases in the estate tax exemption.

Advisors Diverging From Traditional 60/40 Portfolios

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A Fidelity report found that advisors moved toward either riskier or more conservative allocations last year.

Using Tech To Fight The Estate Tax Wars

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FP Alpha says advanced technology like AI can help advisors stay on top of a changing estate tax situation.

It Could Be Harvesting Season In Capital Gains Land

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A looming federal capital gains tax hike make now a good time to sell appreciated stocks, some advisors say.

Wealthy Investors Ditching The North For The Lower-Tax South

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Lower taxes and warmer climes make the South an appealing option for well-off investors.

Yield Isn't All That Matters With Dividend ETFs

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Income, safety and growth comprise the three-legged stool of investing in equity income.

Without Diversity, Firms Miss Opportunity

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Progress on the diversity front is happening, albeit slowly.

Pandemic Spawns New Breed Of Investors

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Schwab calls them "Generation Investor" and says they behave unlike those who invested before the pandemic.

Fidelity To Aggressively Expand Head Count, Geographic Footprint

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Over half of the positions are expected to be filled by midyear, Fidelity said.

Planning For Federal Tax Hikes

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As Democrats talk of tax increases, advisors and clients can take steps now to prepare.

The Buck Increasingly Stops With Millennial, Gen X Women

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A Wells Fargo study also found that more than a third of younger women find financial concepts intimidating.

Advisors Can Play A Positive Role In Client Divorces

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A savvy financial advisor should be able to help a spouse negotiate a divorce, attorney Lisa Zeiderman said.

Large Millennial Cohort Will Be An Economic Savior

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The large millennial generation is poised to reach peak earning years, ClearBridge said.

Biden Tax Changes Might Spur Charitable Giving

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As advisors adapt strategies in anticipation of Biden administration action, some see an incentive to give more.

Get Ready For Higher Taxes, Slow-Rising Inflation, Says Ed Slott

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Stimulus packages should fuel a recovering economy, according to panelists at a recent webinar.

CPA Creates Program For Advisors’ Social Security Savvy

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A new online program teaches advisors how to find the ideal Social Security strategy for each client’s situation.

‘Reg BI’? Instead, How Does ‘New Suitability’ Sound?

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Critics want the SEC to ensure retail investors understand when they are not working with fiduciaries.

Working Longer Might Not Be The Retirement Cure-All

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Working longer and delaying when to claim Social Security benefits isn’t the best strategy for everyone.

Long-Term Bonds Are For The Birds, Says Hedge Fund Manager

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Billionaire Paul Singer says 1970s-style inflation can happen again.

Americans Think Harder About Personal Finances During Covid

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Americans are giving more thought to their savings and how to use them.

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